<topic sku="core" tNum="288338" author="sallyh" xmlns="x-schema:hhTopicSchema.xml"><index><title>Track an investment's total quantity only</title><category fLocale="cdn">investing</category><klink type="prcdr">How do I track an investment's total quantity only?</klink></index>
<content>
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<extend>
<tease>Why?</tease>
<reveal>
<p>If you don't want to enter the specifics of each investment transaction, you can track the total quantity only. Entering the quantity only is faster, but you need to enter investment transactions details if you want to take full advantage of Money's tax, performance, and other reports.</p>
</reveal>
</extend>
<ol>
<li>On the <emph>Investing</emph> menu, click <emph>Portfolio</emph>.</li>
<li>Click an account to open it.</li>
<li>In the left pane, click <emph>Account Summary</emph>.</li>
<li>At the bottom of the page, click <emph>Account Update</emph>.</li>
<li>Enter the total quantity you own for each investment listed.</li>
<li>Click <emph>Save and Finish</emph>.</li>
</ol>
</content>
<footer>
<extend>
<tease>How do I track all details of an investment?</tease>
<reveal>
<ol>
<li>Follow steps 1 to 3 above.</li>
<li>In step 4, click <emph>Investment Transactions</emph> at the bottom of the page.</li>
<li>Click <emph>New</emph>, enter the appropriate information, and then click <emph>Enter</emph>.</li>
</ol>
</reveal>
</extend>
<extend>
<tease>How do I see the transactions for an investment that's held in several accounts?</tease>
<reveal>
<ol>
<li>On the <emph>Investing</emph> menu, click <emph>Portfolio</emph>.</li>
<li>Double-click the investment.</li>
<li>Click <emph>More Investment Data</emph>, and then click <emph>See Investment Activities</emph>.</li>
