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Old 08-17-2003, 11:05 PM
Ted
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Default Re: Investment account setup

Use the "Portfolio" screen. To get there, either click on the
"Portfolio" icon on the icon bar or choose "Investing -> Portfolio" from
the menu bar.

On this screen you will see your investment account and all the funds
you own within that account. You can click on the "+" sign next to the
fund and see a register for that particular investment in that account.

Hope this helps,
Ted.


Gene wrote:
- quote -

> I've set up an investment account, but I have multiple
> funds (accounts) with the same company. I would like to
> have the Investment Account in Money be top level, like
> MFS Investments, then add investments to the account for
> each of my individual funds. When I do this and I click
> on the investment, the registry comes up with ALL of the
> transactions for all of the funds with that company. Any
> way to have each individual investment show up with its
> own register, or is there a better way to group
> investments under a main heading? Thanks


 
Old 08-17-2003, 04:44 PM
Ron Rosenfeld
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Posts: n/a
Default Re: Investment account setup

On Sun, 17 Aug 2003 09:31:37 -0700, "Gene" <ehockenb[at]hotmail.com> wrote:

- quote -

> I've set up an investment account, but I have multiple
> funds (accounts) with the same company. I would like to
> have the Investment Account in Money be top level, like
> MFS Investments, then add investments to the account for
> each of my individual funds. When I do this and I click
> on the investment, the registry comes up with ALL of the
> transactions for all of the funds with that company. Any
> way to have each individual investment show up with its
> own register, or is there a better way to group
> investments under a main heading? Thanks


Your funds should not be set up as accounts, but rather as investments which
you BUY within your accounts.


--ron
  #-1  
Old 08-17-2003, 04:31 PM
Gene
Guest
 
Posts: n/a
Default Investment account setup

I've set up an investment account, but I have multiple
funds (accounts) with the same company. I would like to
have the Investment Account in Money be top level, like
MFS Investments, then add investments to the account for
each of my individual funds. When I do this and I click
on the investment, the registry comes up with ALL of the
transactions for all of the funds with that company. Any
way to have each individual investment show up with its
own register, or is there a better way to group
investments under a main heading? Thanks
 

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account, investment, setup
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