How to use Microsoft Money to track investments or securities that you bought on margin (129263)


The information in this article applies to:

  • Microsoft Money 2007 Deluxe
  • Microsoft Money 2007 Home & Business
  • Microsoft Money 2007 Premium
  • Microsoft Money 2004 Deluxe
  • Microsoft Money 2003 Deluxe
  • Microsoft Money 2002
  • Microsoft Money 2001
  • Microsoft Money 2000
  • Microsoft Money 2000 Business and Personal
  • Microsoft Money 99
  • Microsoft Money 98
  • Microsoft Money 98 Deluxe Edition
  • Microsoft Money 98 Financial Suite
  • Microsoft Money 97
  • Microsoft Money Essentials
This article was previously published under Q129263

SUMMARY

This article describes how to use Microsoft Money to track investments or securities that you bought on margin.

MORE INFORMATION

To track investments or securities that you bought on margin, follow these steps:
  1. Create a liability account to track the amount borrowed to purchase the investments.

    For information about how to set up a liability account, search for "liability" in the Help Index.
  2. Create a Buy Investment transaction in the liability account for the full amount of the purchase.

    For information about how to use the Buy Investment option in the Category field, search for "investments, entering" in the Help Index.
  3. When you pay your brokerage firm for your portion of the purchase price, categorize this transaction as a transfer to the liability account.

    For information about how to transfer funds between accounts, search for "transfers" in the Help Index.
Margin purchases are transactions in which you provide only a percentage (margin) of the purchase price of a security, and borrow the remainder from your broker, pledging the security as collateral for the loan.
Modification Type:MinorLast Reviewed:7/5/2006
Keywords:kbhowto kbMoneyInvest KB129263
©2004 Microsoft Corporation. All rights reserved.