|
#1
| |||
| |||
| 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 |
| | |||
| |||
| 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
Your funds should not be set up as accounts, but rather as investments which> 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 you BUY within your accounts. --ron |
|
#-1
| |||
| |||
| 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 |
| Tags |
| account, investment, setup |
Similar Threads | ||||
| Thread | Forum | Replies | Last Post | |
| Re: Setup of Cash Account Dick Watson: You have to categorize ATM withdrawals as Transfer:. There's nothing magic about a cash account that makes it recognize ATM withdrawals. "Kevin"... | Microsoft Money | 1 | 08-05-2003 04:46 AM | |
| Transferring Investment to New Account with Online Statements Jon: I have Microsoft Money Deluxe 2003 and am running on the Windows 98 operating system. I recently closed an investment account and transferred... | Microsoft Money | 1 | 08-04-2003 01:18 AM | |
| Mortgage setup : When I set up a mortgage Money creates a new account with a balance owed. I am unable to transfer to this account the details of the closing... | Microsoft Money | 1 | 07-26-2003 04:57 PM | |
| Budget setup question pds: Hello, I'm trying out the Money 2003 Deluxe web trial edition, and am seeing some weird (to me) behavior. I have some automatic Bills &... | Microsoft Money | 4 | 07-15-2003 09:57 PM | |
| Thread Tools | |
| Display Modes | |
| |