Adding New Investment Accounts

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My Money 2.0 Manual

Overview

Use MyMoney investment accounts to track what you own in stocks, bonds, mutual funds, and other types of investments that fluctuate in price. Investment accounts let you track the performance of your investments, update security prices, and create tax reports that show investment income and capital gains.

Use this type of account	If you invest in
Investment Account	One or more securities (stocks, bonds, or mutual funds) for which you want to track a cash balance in addition to the securities themselves (for example, a collection of investments through a brokerage firm)
Money market	Money market funds (if you write checks) or single mutual fund (to track rate of return)
Cash Management Account	Fixed annuities, Treasury bills, Cash management accounts (CMAs)
Checking or savings	CDs

Creating new Investment Account

To create a new investment account:

1. Please select on File-New-New Account menu
2. Type in account name
3. Select Investment Account in Accounts Category
4. Select the brokerage from the list of companies that support transaction downloads
5. Select Account currency (default is US-USD)
6. Enter Accounts Initial balance if you know it
7. 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.

My Money 2.0 Manual