Money: How to Track One Investment in Multiple Accounts

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Money 2000 and Later

1. Start Money.
2. On the Money navigation bar, click Accounts (Money 2000), or click Accounts & Bills, and then click Account List (Money 2001 and later).
3. To create an investment account for each brokerage firm that you want to use:
   1. Under Common Tasks, click Set up Accounts.
   2. Click Add a New Account.
   3. In the New Account dialog box, select a Financial Institution if necessary, and then click Next.
   4. Click either Investment or Retirement, depending on which type of account you are configuring, and then click Next.
   5. Follow the instructions on the screen to complete the wizard.
   6. Repeat steps A through E for all of the brokerage firms that you want to configure.
4. Set up all of the investments that you want to track in Money:
   1. In the Investing Center, click Portfolio.
   2. Under Common Tasks, click Add an Investment.
   3. In the New Account dialog box, select an account for your investment.
   4. Follow the instructions on the screen to complete the wizard.
   5. Repeat steps A through D for all of the investments that you want to track.
5. Click the brokerage account to which you want to add an investment.
6. Enter your first Buy transaction for one of the investments that you hold in this brokerage account.
   
   For information about how to enter investment transactions in the Account Register, click Help Topics on the Help menu, type purchase in the Ask Money box, and then click Search.
   
   Click the Enter a stock or mutual fund purchase, sale or other activity Help topic.
7. Repeat step 6 for each investment that you want to add to this brokerage account.
8. Repeat steps 5 and 6 for all of the remaining brokerage firms that you configured in step 3.

Money 98 or Money 99

1. Start Money.
2. On the Money navigation bar, click Investments.
3. In the Investment Portfolio, create an investment account for each brokerage that you use:
   1. In the Investments Portfolio, click New at the bottom of the screen.
   2. In the New dialog box, click A New Investment Account, and then click Next.
   3. Type the name of the brokerage in the box, and then click Next.
   4. Continue through the wizard, answering the questions as they apply.
   5. Repeat steps A through D for all of the brokerages that you use.
4. Set up all of the investments you want to track in Money.
   1. In the Investment Portfolio, click New at the bottom of the screen.
   2. In the New dialog box, click A New Investment, and then click Next.
   3. Continue through the wizard, answering the questions as they apply.
   4. Repeat steps A through C for all of the remaining investments that you want to track.
5. In the Investment Portfolio, click Holdings View, and then double-click the first brokerage in the list. This opens the Account Register for the brokerage.
6. Enter your first Buy transaction for one of the investments that you hold in this brokerage account.
   
   For information about how to enter investment transactions in the Account Register, search on the following text in Money Help

   investments, purchasing

   and then double-click the To enter investment purchases and sales topic (in Money 98) or Enter an investment purchase or sale topic (in Money 99).
7. Repeat step 6 for all investments that you hold in this brokerage account.
8. Repeat step 5 and 6 for all remaining brokerages that you set up in step 3.