Update investment holdings

Update investment holdings

Tip: For easier reading, click (above).

Once you've entered all your investments, you can update your investments by:

Downloading account statements If your brokerage firm offers downloadable statements, you can have Money download your latest account statement. After you review your statement, the new information is entered automatically in the account register for that investment account.
Entering new transactions You might receive interest, dividends, capital gains distributions, or other proceeds from your investments. Enter these new transactions to keep your account updated. Then your net worth will be accurately reflected in Money.
Updating prices If you use online quotes, click Online Quotes on the bottom of the screen to electronically update the price of each investment. You'll also get six months of historical quotes for the investment.
You can also manually update the price of your investments by clicking Update Price on the bottom of the screen.