Tag Archives: investments

Tracking Investments in QuickBooks Desktop – Part 2

Part 2 in this series of tracking investments in your QuickBooks Desktop file will only cover tracking your cost basis of your paper investments.   For each type of equity holding that you purchase: Example: 50 shares of XYZ, Inc. at a market price of $2/each = a value of $100 cost basis. I like

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Tracking Investments in QuickBooks Desktop – Part 1

Overall, it is always recommended that you choose proper befitting software or other method for your own manual investments tracking needs. This series of blogs will delve into a possible method for tracking your paper investments within a specifically created QuickBooks Desktop company file.   To begin, you should always begin the bookkeeping for your

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Bookkeeping for Investments in QuickBooks

My client Donna wants all of her paper investments, such as certificates of deposits, mutual funds and IRA’s, tracked in her QuickBooks financial software. Normally people use more specialized personal bookkeeping software, such as Quicken, to track all of their investment activities, simply because Quicken can normally be tapped in to automatically update your investment

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Tracking Paper Investments in Quickbooks

Paper investments, such as stocks, bonds, mutual funds, money market accounts, etc., are probably best tracked in a personal financial software such as Quicken because the auto-feeds capability of Quicken can handle and book these sophisticated entries to recognize events such as reinvested dividends, capital gains and interest income. However, not all of us are

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