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How to do things in Money: Investments

Q) I hold the same investment in two accounts. But when I try to enter the same symbol again Money complains. Why?

A) You only define an Investment once. The symbol is an attribute of the Investment, not the Account holding of the Investment. When you want to Buy the same Investment for another Investment Account, choose the Investment from the drop-down list instead of trying to define the Investment again. An "Investment" is just a name and a symbol and some price history. The Investment Account keeps track of holdings of a given Investment. Answer derived from one by Doug Wilson.

Please see this disclaimer if you are using Money 2005 or this comment if you are using Money 2006.

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How to do things in Money: Investments
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Last update: 10 December 2006

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