How Track Foreign Investments

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

You can:

  • View securities of one selected currency. In the Portfolio View window, select the desired currency from the Currency List. Then choose Options > Customize current view, and select Only display accounts and securities that match Portfolio View currency.
  • View cash balances of accounts in one selected currency. In the Portfolio View window, select the desired currency from the Currency List. Then choose Options > Customize current view, and select Track cash balance of each account in portfolio currency.
  • 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.

Notes

The Portfolio View displays all securities, regardless of currency.

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Tip: To find out which version of Quicken you are using, open Quicken go to Help menu and select About Quicken.