Microsoft KB Archive/129263

= 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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APPLIES TO


 * Microsoft Money 2007 Deluxe
 * Microsoft Money 2007 Home & Business
 * Microsoft Money 2007 Premium
 * 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 2000 Business & Personal Edition
 * Microsoft Money 99 Standard Edition
 * Microsoft Money 98 Standard Edition
 * Microsoft Money 98 Deluxe Edition
 * Microsoft Money 98 Financial Suite Edition
 * Microsoft Money 97 Standard Edition
 * Microsoft Money Essentials

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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.
 * 1) 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.
 * 1) 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.

Additional query words: money2004 reference look-up searches helping money97 money98 money99 money2000 dolly money2001 money2002 money2003

Keywords: kbhowto kbmoneyinvest KB129263

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