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Old 01-26-2006, 01:55 AM
Dick Watson
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Default Re: Help Please

Did you look in online help? Every version of any recent vintage has pretty
detailed help for these kinds of tasks.

At any rate, here are the basic steps (assuming you are not using Essential
Registers in M05/6):

1) Setup an investment account. You do this like setting up any other kind
of account, except tell it you want an Investment Account when you ask. You
can tell it you'll add the investments later.

2) From the account the cash is coming FROM, enter a transaction category:
Buy Investment/CD. It'll pop of a new dialog box. Enter a name like "January
06 6 mo $10000 CD". Money will ask you for details to create the investment.
The most important thing is that this is where you tell it that you have a
CD. It'll ask for more details. Enter them.

Done.

"David B" <David B[at]discussions.microsoft.com> wrote in message
news:7E13CB31-C998-4C1A-905E-DB2E465D642C[at]microsoft.com...
- quote -

> Can someone please help me.
> I am trying to figure out how to set up Microsoft Money to keep track of a
> Certificate of Deposit.
> It says use an investment account but that is as far as I can find in type
> of help within the program or user guide.
> Please Help



  #-1  
Old 01-26-2006, 01:37 AM
David B
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Posts: n/a
Default Help Please

Can someone please help me.

I am trying to figure out how to set up Microsoft Money to keep track of a
Certificate of Deposit.

It says use an investment account but that is as far as I can find in type
of help within the program or user guide.

Please Help
 


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