How to view or add stocks that are purchased at different prices in MSN Money (164450)


The information in this article applies to:

  • Microsoft Money 2007 Deluxe
  • Microsoft Money 2007 Home & Business
  • Microsoft Money 2007 Premium
  • Microsoft Money Deluxe 2006
  • Microsoft Money Premium 2006
  • Microsoft Money Small Business 2006
  • Microsoft Money Standard 2006
  • Microsoft Money 2005 Deluxe
  • Microsoft Money 2005 Premium
  • Microsoft Money 2005 Small Business
  • Microsoft Money 2005 Standard
  • Microsoft Money 2004 Deluxe
  • Microsoft Money 2004 Premium
  • Microsoft Money 2004 Small Business
  • Microsoft Money 2004 Standard
  • MSN Money
  • MSN Money Plus
  • Microsoft Money Essentials
This article was previously published under Q164450

SUMMARY

Portfolio Manager in MSN Money Investing lets you enter separate transactions for each purchase, and uses FIFO (First In First Out) when it calculates the gain or the loss from any Sales of Stocks or Options (Average Cost is used for Mutual Funds). You can record each purchase in a different account to track your Lots independently.

Note Microsoft Money 2004 and later versions let you choose the FIFO or Lots method for capital gains calculations.

To download the latest trial version of Microsoft Money, visit the following Microsoft Web site:

http://www.microsoft.com/money/freetrial_info.mspx

MORE INFORMATION

To view the list of transactions, click next to the investment name to expand the investment. You can edit existing transactions or add new ones here.

To add transaction information for an investment that is not already in your portfolio, follow these steps:
  1. Start Portfolio Manager.
  2. In the Common tasks section, click Work with investments, and then click Add an investment.
  3. Follow the instructions that appear on the screen.
To add a transaction for an investment that is already in your portfolio, start Portfolio Manager, click the investement name, click New, and then enter the information.
Modification Type:MinorLast Reviewed:7/14/2006
Keywords:kbMoneyInvest kbhowto kbinfo KB164450
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