How much detail will I get about my investments?

Please note that with investment accounts, you won't be able to see every detail of your holdings in each security. You can only track some limited transactions and your balances. If you want to track your investment holdings in detail, we recommend Quicken Premier. Check out our Help Me Choose page to see all the additional benefits of Quicken Premier.

How about loans and mortgages?

If your loan or mortgage is held at a financial institution and if your bank makes it available to us, you can add the account to Quicken Online. However, in the case of a mortgage, we don't include a way for you to offset that loan with an asset account that reflects the value of your home. So, looking at the total of your accounts in Quicken Online will not be a true reflection of your net worth.

And if your loan is with a family member, for example, instead of a financial institution, you won't be able to add it to Quicken Online.

So you may find it more convenient to just track your loan payments as expenses from your checking, credit card, or savings accounts in Quicken Online.

To track all types of loans, mortgages, and their corresponding assets, you may want to try out Quicken Premier.