Enter interest received, dividends, or capital gains distributions

Enter interest received, dividends, or capital gains distributions

Tip: For easier reading, click (above).

Periodically updating your investment accounts with information from your brokerage firm helps keep your investment records up to date so that your net worth reports are more accurate. This is especially important in the Money 99 Financial Suite if you want to take advantage of the planning and forecasting features in the Lifetime Planner.

1 Make sure you have your brokerage statement handy.

2 Go to the Account Register for the investment account where you want to enter investments. (If you haven't yet set up this investment account in Money, see Creating an investment account.)

How?

1 On the navigation bar (The strip at the top of the Money screen where you can click to go to the different areas in Money.), click Accounts.

2 At the top of the left pane, click the down-arrow

, 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.

4 In the Date field, enter the date the interest, dividend, or distribution was credited to your account.

5 In the Investment field, choose the investment from the list, or type the name of a new investment. The New Investment wizard will start if this is a new investment.

6 In the Activity drop-down list, click the appropriate activity, such as Dividend or Other Income.

7 Fill out the rest of the fields as appropriate.

How does Money categorize interest received, dividends, and capital gains?

Money considers interest (The cost of borrowed money. Interest payments do not reduce principal on a loan.) received, dividends (The portion of corporate earnings distributed to shareholders. Dividends are taxable, and are usually distributed quarterly.), and capital gains (The profit you get by selling a stock, bond, or mutual fund for more than you paid.) as investment income. This income can be taken as a profit or reinvested.

Play the Enter investment transactions video.

How do I enter an investment purchase or sale?

How do I use the Investments place?

How do I create an investment account?

How do I enter my current investment holdings?