Work with an individual investment
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(Difference between revisions)
(New page: '''My Money 2.0 Manual''' A transaction is a collection of information about an instance of buying or selling a particular security. [[My_Money_2.0_Manual | '...) |
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[[My_Money_2.0_Manual | '''My Money 2.0 Manual''']] | [[My_Money_2.0_Manual | '''My Money 2.0 Manual''']] | ||
| + | Transactions such as buys, sells, splits, and options can be manually entered for an investment or, if your brokerage firm supports online banking, you can download this information directly into MyMoney. | ||
| - | + | Setting up an investment: | |
| + | |||
| + | 1. Click Position. | ||
| + | 2. In the left pane, select Add an investment. | ||
| + | 3. In the New Investment screen, select the account where the investment will be held and then click Next. | ||
| + | 4. Type the name of the investment and then click Next. | ||
| + | 5. Continue working through the steps until you finish setting up the new investment. | ||
[[My_Money_2.0_Manual | '''My Money 2.0 Manual''']] | [[My_Money_2.0_Manual | '''My Money 2.0 Manual''']] | ||
Revision as of 03:30, 30 June 2010
Transactions such as buys, sells, splits, and options can be manually entered for an investment or, if your brokerage firm supports online banking, you can download this information directly into MyMoney.
Setting up an investment:
1. Click Position. 2. In the left pane, select Add an investment. 3. In the New Investment screen, select the account where the investment will be held and then click Next. 4. Type the name of the investment and then click Next. 5. Continue working through the steps until you finish setting up the new investment.
