Article ID: 164450 - View products that this article applies to.
This article was previously published under Q164450
Portfolio Manager in MSN Money Investing lets you enter separate transactions for each purchase, and uses FIFO (First In First Out) when it calculates the gain or the loss from any Sales of Stocks or Options (Average Cost is used for Mutual Funds). You can record each purchase in a different account to track your Lots independently.
Note Microsoft Money 2004 and later versions let you choose the FIFO or Lots method for capital gains calculations.
To download the latest trial version of Microsoft Money, visit the following Microsoft Web site:
To view the list of transactions, click next to the investment name to expand the investment. You can edit existing transactions or add new ones here.
To add transaction information for an investment that is not already in your portfolio, follow these steps:
Article ID: 164450 - Last Review: January 19, 2007 - Revision: 2.3