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Money: Add, edit, or delete a transaction in Portfolio Manager

Add a transaction

When you add investments to Portfolio Manager, you have to select an account. You can use the default My Account or you can create an account.

  1. Go to Portfolio Manager.

    To get to Portfolio Manager, at the top of any MSN Money page, click Investing, and then click Portfolio Manager.

  2. If you aren't signed in to MSN Money, sign in with your Microsoft account.

  3. Click Add Transaction.

  4. In the Symbol box, enter the symbol that you want to add. To look up a symbol, click Find symbol.

  5. In the Account list, choose the account that you want to add the transaction to.

  6. In the Activity list, choose an activity. For example, Buy or Sell.

  7. Enter any other relevant information, such as date, quantity, price, and commission.

  8. Click Add Transaction.

    The transaction is added and the form is cleared so you can enter another transaction.

  9. When you’re finished entering transactions, click Close.

Edit or delete a transaction

To keep your records complete, deleting a transaction isn't recommended. Edit a transaction if you need to correct any information.

  1. Click the row to select the investment with the transaction that you want to edit or delete.

  2. At the bottom of the page, you'll see information about the investment that you selected.

  3. In the Transactions pane, click Enlarge Transaction pane Enlarge pane in Portfolio Manager.

  4. Click the row that contains the transaction and then click Edit or Delete.

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