Use the Remove Shares option only if you are giving shares away with no capital gain (The profit you get by selling a stock, bond, or mutual fund for more than you paid.) or loss, or you need to adjust your records to match your brokerage statement. If you are selling the investment, enter a sell, not a remove shares, transaction.

1  Go to the Account Register for the investment account in which you want to remove shares.

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.

2  Click New in the transaction form below the register.

3  In the Investment field, choose the investment from the list.

4  In the Activity field, choose Remove Shares.

5  In the Quantity field, enter the number of shares you want to remove.

Shares you've removed from an investment account won't show up as a gain or loss in any investment reports.

  

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Learn more about the Investment Portfolio?

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