Knowledge Base

Money: How to Start Tracking Existing Investments in Money

Article ID: 142084

Article Last Modified on 1/19/2007

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This article was previously published under Q142084

SUMMARY

To start tracking investments in Money that you have held for several years, you can use one of two methods.

Method 1

In Money, enter the investment history for as long as you have held the investment.

Method 2

Pick a date to start tracking the investment and track history from that point forward.

MORE INFORMATION

Method 1 - Entering All Investment Data

The best option is to enter all of the transactions for your investments in your Investment Account. This way you can have a complete investment history and can accurately report capital gains and losses.
  1. If you do not have an Investment Account, create a new Investment Account. For more information about how to perform this task in Money, see your Money printed documentation or online Help.
  2. In your Investment Account, enter the first buy transaction and all subsequent activity for your investments. It is best to enter these transactions from your brokerage account records.

Method 2 - Entering Partial Investment Data

Use the appropriate method for your version of Money.

Money 99 and Later

In your Investment Account, enter an Add Shares transaction for the correct quantity of your current holdings. You may also enter price per share and total cost for the shares.

Money 5.0 and Money 98

In your Investment Account, enter an Add Shares transaction for the correct quantity of your current holdings.

Additional query words: money2004 w_money investing tracked historical previously dolly Money97 Money98 Money99 Money2000 Money2001 Money2002 Money2003 track existing data investment

Keywords: kbhowto KB142084


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