Microsoft KB Archive/183388

= Money: How to Track One Investment in Multiple Accounts =

Article ID: 183388

Article Last Modified on 1/22/2007

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APPLIES TO


 * Microsoft Money 2004 Deluxe Edition
 * Microsoft Money 2003 Deluxe Edition
 * Microsoft Money 2002 Standard Edition
 * Microsoft Money 2001 Standard Edition
 * Microsoft Money 2000 Standard Edition
 * Microsoft Money 99 Standard Edition
 * Microsoft Money 98 Standard Edition
 * Microsoft Money 2000 Business & Personal Edition

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This article was previously published under Q183388



SUMMARY
In Microsoft Money, you can track one investment in multiple investment accounts. Each investment account is unique and has a different name but the actual investment can be the same across all accounts. You only need to create the investment once in your Money file, and then you can track it in as many investment accounts as you need.

Additionally, when you update quotes, the investment is listed only once but the price of the investment is updated in all investment accounts that are tracking it.



MORE INFORMATION
For information about how to correctly set up a single investment in multiple investment accounts, use the appropriate method for your version of Money.

Money 2000 and Later
 Start Money. On the Money navigation bar, click Accounts (Money 2000), or click Accounts & Bills, and then click Account List (Money 2001 and later). To create an investment account for each brokerage firm that you want to use:  Under Common Tasks, click Set up Accounts. Click Add a New Account. In the New Account dialog box, select a Financial Institution if necessary, and then click Next. Click either Investment or Retirement, depending on which type of account you are configuring, and then click Next.</li> Follow the instructions on the screen to complete the wizard.</li> Repeat steps A through E for all of the brokerage firms that you want to configure.</li></ol> </li> Set up all of the investments that you want to track in Money: <ol style="list-style-type: lower-alpha;"> In the Investing Center, click Portfolio.</li> Under Common Tasks, click Add an Investment.</li> In the New Account dialog box, select an account for your investment.</li> Follow the instructions on the screen to complete the wizard.</li> Repeat steps A through D for all of the investments that you want to track.</li></ol> </li> Click the brokerage account to which you want to add an investment.</li> Enter your first Buy transaction for one of the investments that you hold in this brokerage account.

For information about how to enter investment transactions in the Account Register, click Help Topics on the Help menu, type purchase in the Ask Money box, and then click Search.

Click the Enter a stock or mutual fund purchase, sale or other activity Help topic.</li> Repeat step 6 for each investment that you want to add to this brokerage account.</li> Repeat steps 5 and 6 for all of the remaining brokerage firms that you configured in step 3.</li></ol>

Money 98 or Money 99
<ol> Start Money.</li> On the Money navigation bar, click Investments.</li> In the Investment Portfolio, create an investment account for each brokerage that you use: <ol style="list-style-type: lower-alpha;"> <li>In the Investments Portfolio, click New at the bottom of the screen.</li> <li>In the New dialog box, click A New Investment Account, and then click Next.</li> <li>Type the name of the brokerage in the box, and then click Next.</li> <li>Continue through the wizard, answering the questions as they apply.</li> <li>Repeat steps A through D for all of the brokerages that you use.</li></ol> </li> <li>Set up all of the investments you want to track in Money. <ol style="list-style-type: lower-alpha;"> <li>In the Investment Portfolio, click New at the bottom of the screen.</li> <li>In the New dialog box, click A New Investment, and then click Next.</li> <li>Continue through the wizard, answering the questions as they apply.</li> <li>Repeat steps A through C for all of the remaining investments that you want to track.</li></ol> </li> <li>In the Investment Portfolio, click Holdings View, and then double-click the first brokerage in the list. This opens the Account Register for the brokerage.</li> <li>Enter your first Buy transaction for one of the investments that you hold in this brokerage account.

For information about how to enter investment transactions in the Account Register, search on the following text in Money Help

investments, purchasing

and then double-click the To enter investment purchases and sales topic (in Money 98) or Enter an investment purchase or sale topic (in Money 99).</li> <li>Repeat step 6 for all investments that you hold in this brokerage account.</li> <li>Repeat step 5 and 6 for all remaining brokerages that you set up in step 3.</li></ol>

Additional query words: w_money money97 money2000 money98 money99 money2001 money2002 money2003 money2004 monkey

Keywords: kbhowto kbmoneyinvest KB183388

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