(above).Add shares to an investment account
Tip: For easier reading, click (above).
Use the Add Shares option if you don't have investment purchase records, or if you've bought several lots (A block of stock or mutual fund shares purchased at the same time. For example, if you purchase 100 shares of Litware, Inc. on January 10, and 50 shares of Litware, Inc. on January 11, you would own two lots of Litware, Inc. When securities are sold, Money will assume a FIFO (First In, First Out) sale flow. Therefore, if you later sold 50 shares of Litware, Inc., Money will assume half the first lot has been sold.) of an investment and don't want to enter the whole history of purchases.
Important
ItÆs best to enter all the records for your investments such as buy and sell transactions. Entering accurate purchase data with buy price and dates allows Money to calculate any capital gains or losses for this investment as well as provide useful tax information and reports. If you use Add Shares rather than entering your purchase records, the capital gain on the investment will always be 100%, which is higher than actual gain and might result in your income being calculated as a higher amount for tax purposes than necessary.
, and then click the account you want.If you don't see the account you want, look for it under Other Open Accounts or Closed Accounts.
3 Click New in the transaction form at the bottom of the window.
I don't have the price at which I acquired these shares.
If you want, you can leave the Price field blank and just enter the quantity. Money will assume the purchase price is $0.00. Your accounts will be accurate, but your investment reports won't because they'll calculate your capital gains on the investment as the current market price minus $0.00, which is inaccurate. You'll appear to have much larger capital gains than in actuality.
If you want to enter the price later, highlight the investment in the Investment Portfolio, click Go To, and then click Update Price. Or, you can highlight the Add Shares transaction and enter the purchase price in the Price field.
Rather than use Add Shares, I want my portfolio to be as accurate as possible. What should I do?
Your portfolio will be more accurate if you enter all the purchase records for your investments. If you want to enter all purchase records, see Entering purchases and sales. If you're setting up your portfolio for the first time, see Entering your current investment holdings.
How do I modify an investment transaction?
How do I enter my current investments?