What do you want Microsoft Money to do for you? Here are some terms used in Money that may help:. A collective place to place transactions, investments, cash, and debt. There are also bank, credit, and asset accounts.
Money Help item "account" gives a description. The Money help item "category" says "A way to sort your income and expenses into meaningful groups so you can see income and spending patterns in Money reports. A company such as a bank, credit card company, loan company, credit union, which takes funds from the public and deals with financial assets.
A security such as stock, bond, or mutual fund. See Help item "investment". Investment Buys and Sells are entered into an investment type account, but an account is not an investment. Normally when your broker assigns different account numbers, each account number would correspond to an account. Each account can contain many different types of investments. The file that normally has the extension. It contains the data for money as well as most of the settings.
Sending your feedback. Exporting data In MS Money open the file that you want to export. Investment accounts will require two files, one for the investment transactions and one for the cash transactions - this is because MS Money treats them as two separate accounts internally.
Loan accounts cannot be exported. That's okay. You'll work around that limitation later. In the Account List box, click the account that you want to export, then click Continue. You must repeat the steps above for each account you want to export. Importing Data Create the accounts in Moneydance before you begin importing the files.
Make sure you name the accounts with the exact spelling used in MS Money. Make sure the currencies of your accounts are correctly set, especially if you are using multiple currencies. You'll need to create two accounts in Moneydance for each investment account. One will be of type "Investement" and the other will be "Bank". The bank account will contain the cash transactions from the investment from MSMoney.
The percentage of this investment that is invested in assets other than equities, debt, or cash. The measure of an investment's volatility relative to the rest of the stock market. Type of bond, such as corporate bond, municipal bond, Treasury Bill or zero coupon bond. Percentage of the current market value of an investment that is paid in dividends. Annual dividends divided by current market price.
Earnings per Share. Ratio of a company's net after-tax income divided by the number of common shares outstanding. Your gain or loss on this security before capital gains tax. Current market value plus income, minus cost basis.
The current value of a corporation. The current market price of one share multiplied by the number of common shares outstanding. The date when the bond must be repaid; the face amount, regardless of what was paid at issue. Information you have entered as a comment for this investment. Photos The best apps for earning passive income in Mediafeed. Screener: Find top stocks The right tool to help you make profitable picks.
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