Tracking an Annuity or Other Assets with a Fluctuating Value

162 people found this helpful

To track only the value of an annuity, you can use an Asset account, and then manually update the account value when you receive your statements.

To track both the value and the performance of an annuity, you can use an Investment account.

To track most insurance-based investment vehicles, you can create a new Investment account. Creating a new investment account will allow you to report on income, capital gains, and performance. Since the securities in these accounts are not exchange traded, price updates cannot be downloaded.

You will need to manually update the prices and holdings in your account register. (Prices can also be updated from the Portfolio View.)

See Quicken Help for more information on annuities and creating new accounts.

Help us improve our support center
Still can't find what you're looking for? Contact Support
Ask our community for help and to learn more about Quicken

Still can't find what you're looking for? Try these:

Contact Support

Free expert help from our Quicken
Customer Support team.

Talk to Support
Community

Get help from expert users — the best
place for your tough questions.

Ask Our Community
Premium Support

Get priority access to our expert Quicken agents.
Skip the line and enjoy shorter wait times.

Learn More
Contact Support
Find what you need right now. Or talk to our support team for expert help.
Chat with us Wait time: Estimating...
Call us (650) 250-1900 Wait time: Estimating...
Ask the community