Microsoft KB Archive/142084

= Money: How to Start Tracking Existing Investments in Money =

Article ID: 142084

Article Last Modified on 1/19/2007

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APPLIES TO


 * Microsoft Money 2004 Deluxe Edition
 * Microsoft Money 2003 Deluxe Edition
 * Microsoft Money 2003 Deluxe and Business Edition
 * Microsoft Money 2003 Standard 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 97 Standard Edition
 * Microsoft Money 2000 Business & Personal Edition
 * Microsoft Money 98 Deluxe Edition
 * Microsoft Money 98 Financial Suite Edition

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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.



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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