Following assumes Money 06 or earlier or 07/M+ Deluxe or higher and not
Money Essentials (MEss). If M05 or later, it assumes you are using Advanced
*. (Note to Microsoft: why, oh why, did you feel compelled to create this
chaos? I hope you have the same problem in Support. Serves you right!)

1) If you haven't already, setup Investment account(s) with or without
associated Investment Cash Accounts as appropriate.

2) If you haven't already, define Investments to match the three funds you
are investing in.

3) Schedule a Transfer of the cash, if necessary, from, say, your checking
account to your brokerage Investment Cash Account. If you do not have a
brokerage cash account feature, you can skip this.

4) Schedule a Bill split into three "Buy Investment/CD" "Special Category"
transactions, one for each fund. This assumes you are buying them all on the
same date. If not, schedule three separate "Investment Purchase"
transactions. These transactions should begin in the account where the cash
is coming from and the Investments should be going to the Investment
Account(s) that hold the Investment. Here you will run into the goofiest
"feature" ever added to Money. When you schedule the future investment Buy
transactions, Money (M02 or greater, that is) wants a share price. Now, how
are you supposed to know that in advance? You aren't. I mean it's just
goofy. So pick a number. Any number.

5) When the date rolls around to enter the scheduled transaction, look up
the closing NAV for your funds on Yahoo Finance or similar. Go to enter the
scheduled transaction(s). For each, delete the quantity and price and
substitute the quoted price. Tab the cursor to another field and Money will
calculate the share. Tab back to price. Shift+Tab back to Qty. For most all
funds I've ever dealt with, round the quantity to three decimal places.
Click Enter. Alternately to all of this, wait to enter the transaction until
it downloads from your broker/fund company or until you get a statement with
the exact shares quantity. The key secret to all of this dance is to store
the precise quantity and let Money round the price as required. Trust me, in
the long haul you will be glad you do it this way.

This sounds worse than it will be once you are used to it. Trust me on that.
I've been at it for almost a decade and a half.

That was quick and I made some assumptions about what you know about setting
up accounts and investments and so forth. Post back with questions.

"Lendsly" <Lendsly[at]discussions.microsoft.com> wrote in message
newsBEE2058-F9C5-4EB8-A34E-72BBBB0370C1[at]microsoft.com...
- quote -

I have starteed a monthly investment plan for fund products, I'm spending a
fixed amount of money to buy three funds regularly on each month, how can I
put this in my MsMoney so that I can keep track of the progress? Thanks!