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Subject:
Microsoft Money - How to set up auto-stock purchase when transferring money
Category: Computers Asked by: peteaustin-ga List Price: $5.00 |
Posted:
02 Sep 2002 12:33 PDT
Expires: 02 Oct 2002 12:33 PDT Question ID: 60991 |
Microsoft Money 2003 - Putman Investments automatically deducts $25 per month from my checking account, and auto-purchases stock in a mutual fund (for my son). I have the putnam account set up as an investment account in Money. When I am reconciling the $25 deduction in my checking account, I call it a 'Transfer' to the Putnam account. This causes only a 'cash' transaction. With Qucken, it causes an 'auto-purchase' on the day of the transfer. This was FAR better because it showed how much the Putnam account was really worth. The $25 'cash' transaction just showed cash going into the account. How do I set it up so that the movement of money from my checking account, to the Putnam account causes a purchase? |
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