"I gather this group is not really the place for that"

Why? Compared to where?

Accounts in Money can be defined as taxable or not taxable. See Cal's post.

You can setup investments for retirement plan account investments that have
no symbol very easily. The only hard part is determining how to value the
investment. There are typically three strategies: 1 share with price
adjusted for total holding, reported unit prices and shares, and $1/share
with number of shares equal to reported dollar value.

"Confused" <Confused[at]discussions.microsoft.com> wrote in message
news:97FE41AD-06F6-4438-BE95-CA2A2DF467F3[at]microsoft.com...
- quote -

In microsoft.public.money, Confused wrote:

- quote -

When you set up an account, if you mark that an account is a
retirement account, Money assumes it is not taxable.

- quote -

Note that accounts do not have ticker symbols. Investments have
ticker symbols usually. See glossary below.
- quote -


This is the best place for that.
--------------------------
Basic Money Glossary (prototype)

Account

A collective place to place transactions. An investment account
would normally hold stocks, bonds, and/or mutual funds. There are
also bank, credit, and asset accounts. Money Help item "account"
gives a description.

Category

The Money help item "category" says "A way to sort your income and
expenses into meaningful groups so you can see income and spending
patterns in Money reports." That seems like a good description.


Favorite Account

An attribute of an account to give it easier access. See help item
"favorite".


Investment

A security such as stock, bond, or mutual fund. See Help item
"investment". Investment Buys and Sells are entered into an
investment (type) account, but an account is not an investment.
Normally when your broker assigns different account numbers, each
account number would correspond to an account. Each account can
contain many different types of investments.


Money File

The file that normally has the extension .mny. It contains the
data for money as well as most of the settings. It can be moved,
deleted, or copied by normal operating system means. See Help item
"file".

The Money file can be backed up to a Money backup file with a .mbf
extension. Give careful thought to your backup policy.


Watch Account

An account that is not real, but is for the purpose of watching
securities that you may not actually own. See help item "watch".

-------------------------------
See FAQ available at http://umpmfaq.info/faq.html for lots of useful
information.

A really neat way to find prior postings in this group is to use the
Google Usenet Groups archive.

http://groups.google.com/advanced_group_search enter words that you
think would be in relevant posts into the "all of the words" box.
Enter microsoft.public.money into the newsgroup box. Consider
selecting Sort By Date.

I have questions about what accounts are taxable, how to set up 403(b)
account that has no ticker symbol, etc.

I gather this group is not really the place for that, so can someone
recommend a place to ask these kinds of questions?