Adding New Investment Accounts
From MTHWiki
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.
