Microsoft Money makes entering special investment transactions such as transfers, splits, spin-offs, or mergers very simple. Microsoft Money walks you through entering each transaction.
Difficulty: Average
Time Required: About 5 minutes per transaction, depending on documentation of transactions on-hand.
Here's How:
- Click on the Investing tab in Microsoft Money.
- Click on Portfolio Manager, found on the left side bar under Investing Tools.
- In the left pane under Other Tasks, find and click on ‘Record a special activity’.
- Select the option you want to enter in Microsoft Money.
- Follow the instructions on the screen using the drop down boxes to record information relevant to the transaction.
- Click on OK, your transaction is saved in your Microsoft Money investment register.
