Adding New Investment Accounts

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Revision as of 18:29, 23 June 2010

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. 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