Track cash transactions for investment accounts
If you use a money market account at your brokerage to pay for an investment purchase, and you receive the proceeds from an investment sale, you can track the cash transactions in Money. The cash balances are tracked in a type of Money account called an associated cash account . When you first set up a new investment account, Money tracks the cash balance by default.
To change an investment account to track cash transactions, follow these steps:
  1. Go to the Portfolio Manager.
  2. Right-click the account, and then click See Account Settings.
  3. Under General Information, select the Track cash transactions check box.
  4. Enter the opening balance, and then click Done.