How do I create an investment reminder?
Set up investment reminders for important investment transactions. For example, you might want to sell some shares of a particular stock or redeem a U.S. Treasury bond on a specific date. You can choose to have reminder messages displayed each time you start Quicken.
- Open the account you want to use.
- Click Enter Transactions.
- In the Enter Transaction list, select Reminder Transaction to display the Reminder window.
- Use this dialog to enter a reminder.
- Click Enter/New to enter another transaction, or Enter/Done to finish.