Money: Record an investment purchase, sale, or other transaction in the Portfolio Manager

Record an investment purchase, sale, or other transaction in the Portfolio Manager

To record an investment transaction:

  1. Go to the Portfolio Manager.

  2. Click Add transactions.

  3. In the Account list, click the account to which you want to add the transaction.

  4. Type the other investment information, such as symbol, date, quantity, and price.

  5. In the Activity list, select the transaction type that you want to record.

  6. Click Add transaction.

TipTip
To add a transaction for an investment that's already in your portfolio, click the arrow next to the investment name to display the investment details, click Transactions, and then click Add new transaction.

noteNote
  • If you don't see your investments listed in the Portfolio Manager, click the plus sign (+) next to an account name.

  • If you have the same investment in different accounts, double-check the Account field each time you enter a transaction to make sure the transaction is being entered in the right account.

  • To edit a transaction you've already entered, click the Transactions tab for that investment, and then click edit in the Actions column.

Related topics

 

Money: Add or delete an account in the Portfolio Manager