Glad to help. Thanks for the feedback!

"Chris" <chrism2[at]gmail.com> wrote in message
news:1182566388.385726.218220[at]w5g2000hsg.googlegroups.com...
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On Jun 7, 11:21 pm, "Dick Watson" <littlegreenge...[at]mind-enufalready-
spring.com> wrote:
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Thanks Much !!!

I should say, to be precise, "Special Category" "Buy Investment/CD".

"Dick Watson" <littlegreengecko[at]mind-enufalready-spring.com> wrote in
message news:ecqrPJYqHHA.1200[at]TK2MSFTNGP04.phx.gbl...
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The typical way is to create an Investment Account and use the Special
Transaction Buy Investment/CD. That "category" will ask about what
Investment (and let you define the Investment--as, say, a Mutual Fund with
symbol "UMBIX" or whatever) and what Investment Account holds the Investment
(you created the account in the previous step). It will let you specify a
number of shares of that Investment and a transaction value for that number
of shares and then it will calculate a share price (let it calculate the
"approximate" price for the exact number of shares--this works best).

The transaction ends up doing exactly what you were asking for--it behaves
more or less exactly like transferring cash from one account to an
investment in the other. There is LOTS more this whole area of Money can do
too, but let's start small. Example: once you define the Investment(s),
Money can get daily values/quotes for the Investments from the web and keep
track of what your share holding is worth from time to time and report on
the performance of your investments using this data.

BUT!!! If you are using Money Essentials it probably doesn't work this way
since Money Essentials is basically useless for much besides mirroring bank
website information, near as I could tell.

You didn't say exactly which edition you are using. If Deluxe or above,
*please* read up on Investments and Investment Accounts in the Help and, by
all means, come back here with more detailed questions. You might also want
to look in the Sample data file.

"Chris" <chrism2[at]gmail.com> wrote in message
news:1181274731.150036.227920[at]d30g2000prg.googlegroups.com...
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Hello,

WinXP, using Money 2007.

Is there a way of entering an amount I transfered to my mutual fund
without categorizing it as expense but as an investment amount? My
goal is to keep track of the amount I've got to invest along the year.

Thanks

-Christian