On Sun, 17 Aug 2003 15:55:03 -0700, "Gene" <ehockenb[at]hotmail.com> wrote:

- quote -

I don't completely understand what you are doing, but it seems, from your
response, that you are confused about how Money handles "Investments" and
"Accounts".

And it may be that the way your broker handles them makes it even more
confusing.

So let's go through this step by step and slowly.

You stated that you had two accounts, a regular account and a Roth IRA account.

Let us first discuss your regular account.

1. How many separate statements do you get for your regular account?


--ron

Thanks for all the help so far, another question: I've
got several mutual fund accounts with one company. Since
they each have their own account number, do I need to set
each up as a separate investment account, or is there a
way to have a general "MFS Investment" with each of the
accounts for MFS cascading beneath it? Right now I've
got on the order of 10 different accounts with 4
different companies, I'd like to have only 4 general
headings on my account summary with each of the accounts
for the company available if I hit the +. Thanks