Adding New Investment Accounts
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(Difference between revisions)
(New page: '''My Money 2.0 Manual''' == Creating new Investment Account == To create a new investment account: 1. Please select on File-New-New Account menu 2. Typ...) |
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[[My_Money_2.0_Manual | '''My Money 2.0 Manual''']] | [[My_Money_2.0_Manual | '''My Money 2.0 Manual''']] | ||
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== Creating new Investment Account == | == Creating new Investment Account == | ||
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To create a new investment account: | To create a new investment account: | ||
| - | + | # Please select on File-New-New Account menu | |
| - | + | # Type in account name | |
| - | + | # Select '''Investment Account''' in Accounts Category | |
| - | + | # Select the brokerage from the list of companies that support transaction downloads | |
| - | + | # Select Account currency (default is US-USD) | |
| - | + | # Enter Accounts Initial balance if you know it | |
| - | + | # Press Ok to save this account | |
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[[Image:Invaccount.png]] | [[Image:Invaccount.png]] | ||
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[[My_Money_2.0_Manual | '''My Money 2.0 Manual''']] | [[My_Money_2.0_Manual | '''My Money 2.0 Manual''']] | ||
Revision as of 18:39, 23 June 2010
Creating new Investment Account
To create a new investment account:
- Please select on File-New-New Account menu
- Type in account name
- Select Investment Account in Accounts Category
- Select the brokerage from the list of companies that support transaction downloads
- Select Account currency (default is US-USD)
- Enter Accounts Initial balance if you know it
- Press Ok to save this account
As a rule of thumb, you should set up one account for each brokerage statement you receive. So, for example, if you have an investment account for yourself and a joint investment account with your spouse, they should be separate investment accounts in MyMoney.
