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How do I work with investing goals?


  1. Choose Investing tab > Tools > Security List
  2. Click Edit Security Details.
  3. Click the name of any security.
  4. Click Edit Security Details.
  5. In the Edit Security Details dialog, click Other Info.
  6. In the Additional Security Information dialog, click Edit Goals. If the Investing Goal List isn't available, you need to first create an investment account.
  7. As necessary, create, edit, or delete investing goals.

Notes

  • To assign a goal to a security, edit the security.
  • To organize an investment report by goal, open the report (choose Reports menu > Investing, and then choose a report), then click Customize, and for Subtotal By, select Investing Goal.
  • To organize the Investment Performance Graph by goal, choose Reports menu > Investing > Investment Performance, then click Show Graph, if the graph is not already displayed.
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