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In Portfolio manager how do I add cash funds to my accounts? RRS feed

  • Question

  • In Portfolio manager how do I add cash funds to my accounts?
    Friday, August 6, 2010 2:56 PM

All replies

  • Not sure exactly what you are asking, but have a look at the Money Help section on investment accounts.  Here is a copy of some relevant information:

     

    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 .
    Post back with more detail if this isn't what you need.
    Saturday, August 7, 2010 1:20 AM
  • Go to Change Account Settings for the account you want to add cash.  Near the bottom of the screen, you can change the Opening Cash Balance to whatever number you like.  This assumes, of course, that this isn't money you want track for income or tax purposes. 
    Saturday, August 7, 2010 12:21 PM