Tracking an Annuity or Other Assets with a Fluctuating Value

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 Adding Accounts to Quicken for more information on creating new accounts.

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