About investment accounts

Use investment accounts to track stocks, mutual funds, bonds, or other securities. You can keep track of information for every single investment transaction, or simply record the number of shares you own.

The easiest way to set up your investment accounts is to use online updates from your brokerage or investment company. Your brokerage can automatically provide information about all of your accounts, so you don't have to set up each account individually.

If you prefer to enter the information yourself or if your brokerage doesn't provide online updates, you can create an account for each statement you receive.

Money uses the following types of investment accounts:


To track the value of non-financial investments, such as real estate, a car, or a collection, use an asset account instead of an investment account.