After you use
online updates from your brokerage to bring your accounts up to
date, review the new transactions from your brokerage to make sure
they're correct and aren't duplicates of transactions you entered
Click Banking, and then click Account
Next to the investment account(A
brokerage account, retirement account, or other account in which
you hold investments. You track individual investments, such as
stock purchases, in the associated investment account. ) you
want to review, click Transactions to read.
If you don't see this link, you may need to download statements
or receive online updates, or you may not have any new
transactions. For more information, see the Related
Review the list of transactions, and then click
If Money asks whether you already track a particular investment
in your portfolio, do one of the following:
If you already track the investment in a Money investment
account, select This investment is already in my investment
portfolio with a different name.
If you don't track the investment in Money, select Add
this as a new investment in my investment portfolio.
For each transaction, do one of the following:
To add a transaction to the account register(The page in Money that displays all the transactions
for one account, such as a checking, a credit card, or an
investment account.) , click Next.
To prevent the transaction from being added to the account
register (because it was added earlier or because the information
is wrong), click Void Transaction.
To decide later whether to add the transaction to the account
register (perhaps because you want to research the transaction with
your broker), click Postpone.
If you have new transactions in an associated cash account,
mark each transaction as a match(The process of
combining two transactions in your account register that are
actually the same transaction. These duplicate transactions
typically occur when you enter transactions manually and then
download transactions from your bank.) to an existing
transaction or as a new transaction, or postpone the transaction to
On the Review investment holdings page, click
If Money warns you that your downloaded investment holdings
don't match the holdings recorded in your Money account, do one of
To use the downloaded information on your positions, click
Yes, update my positions as indicated below.
To use the information previously entered in Money, click
No, do not update my account. You should then
adjust your positions by adding individual transactions that match
the final positions reported by your brokerage. If you don't adjust
your positions, you will receive a similar message every time you
download information from your brokerage because your Money
accounts won't match what's actually in your account.