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Enter information about your investments (Lifetime Planner)

  1. Select an account and click Details to tell Quicken how you intend to spend the money in this account. Quicken assumes that tax-deferred accounts will be used for retirement.
  2. Select an account in the list and click New to add a contribution to the account, or select an existing contribution and click Edit to change the information about it.

Notes

  • Tips about entering current investments
  • Tips about creating a new account from this screen
  • Tips about contributions
  • Tips about adding your stock options
  • Tips about interest or dividend payments
  • Tips about recording bond income
  • Currency tips
  • General tips

More information

Return to Get started with the Lifetime Planner.

Not Available in Canada

This tool is unavailable for users of our Canadian products.

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