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How to use Microsoft Money to track investments or securities that you bought on margin

Article ID: 129263

Article Last Modified on 1/19/2007

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This article was previously published under Q129263

SUMMARY

This article describes how to use Microsoft Money to track investments or securities that you bought on margin.

MORE INFORMATION

To track investments or securities that you bought on margin, follow these steps:
  1. Create a liability account to track the amount borrowed to purchase the investments.

    For information about how to set up a liability account, search for "liability" in the Help Index.
  2. Create a Buy Investment transaction in the liability account for the full amount of the purchase.

    For information about how to use the Buy Investment option in the Category field, search for "investments, entering" in the Help Index.
  3. When you pay your brokerage firm for your portion of the purchase price, categorize this transaction as a transfer to the liability account.

    For information about how to transfer funds between accounts, search for "transfers" in the Help Index.
Margin purchases are transactions in which you provide only a percentage (margin) of the purchase price of a security, and borrow the remainder from your broker, pledging the security as collateral for the loan.

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Keywords: kbhowto kbmoneyinvest KB129263


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