How do I track foreign investments?

If you own investments in multiple currencies, you can track their value in Quicken by enabling multi-currency.

You can:

View securities of one selected currency

1. In the Portfolio View window, select the desired currency from the Currency List.

2. Choose Options > Customize current view.

3. Select Show only accounts and securities that match Portfolio View currency.

View cash balances of accounts in one selected currency

1. In the Portfolio View window, select the desired currency from the Currency List.

2. Choose Options > Customize current view.

3. Select Show cash balances of each account in Portfolio currency.

Enter transactions for securities of a given currency

You can enter transactions for securities of a given currency in any investment account that has been assigned the same currency in the Investment Account Setup window.

Note

The Portfolio View displays all securities, regardless of currency.