tag:infinitekind.tenderapp.com,2009-01-14:/discussions/general-questions/513-how-to-register-pre-existing-stocks-in-investment-accountInfinite Kind: Discussion 2011-07-24T18:53:12Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/3319102009-08-27T17:43:36Z2009-08-27T17:43:36ZHow to register pre-existing stocks in Investment Account<div><p>Hi</p>
<p>This question has come up a few times and the best way to
recorded an initial quantity of stock that we have come up with is
as follows.</p>
<p>Create a new income category called "Initial Holdings". Do this
by selecting Tools->Edit Categories. and click the new
button.</p>
<p>Add a new security to an investment account. Do this by clicking
on the investment account on the home page, select the "Securities
Detail" view and Click the "Add security" button. Click the "New
Security Button" Enter at lease the name, symbol and price. Click
OK, set the type to "Stock" and Click OK again.</p>
<p>Click on the register view for this investment account. Create a
new transaction. Set to the date to a date in a previous year. Set
the type to "BuyXfr" set the transfer category to be "Initial
Holdings". Enter the number of shares and hit return to record the
transaction.</p>
<p>See the attached screen shot fo an example of how to set up the
transaction.</p>
<p>Sincerely</p>
<p>Ben Spencer</p></div>Ben Spencer