Investment alerts can notify you of significant changes in price, analyst's ratings, and trading volume for a particular security. They can track important events such as maturity dates and changes in holding periods. Capital Gains/Losses alerts can help you manage the tax impact of your investment activities.
For many investment alerts, Quicken now works with Quicken.com to ensure that you have the most up to date investing information available, as well as updated information from anywhere that you have Internet access. However, to set up Quicken.com, you need to register with Quicken.com and export a portfolio or Watch List.
Note that investment alerts do not appear if the information that they are based on contains placeholder entries. To view the alert, you first need to resolve the placeholder transaction.
Tax alerts notify you of important tax dates, such as April 15. They can also use tax-related Quicken data as stored in the Tax Planner. For example, if you've used Paycheck Setup to schedule your paycheck , information about paycheck deductions is included in each paycheck transaction and stored in the Tax Planner. This information is used to determine if you are withholding enough in taxes. If you are not, a tax alert is triggered. If an alert seems wrong, review your tax information in the Tax Planner.
Tax alerts are turned on by default whenever you create a new Quicken data file or convert data from a previous version of Quicken.