Add opening balance of shares

Allen Page's Avatar

Allen Page

19 Aug, 2016 05:34 PM

As a new user of Money-dance I want to use it to manage my investments. How do I create an opening balance of the shares that I already have.
I have opened an account for each company and added an associated security, but can find no way of inputting the shares I already own and the their current value.

  1. Support Staff 1 Posted by Ethan on 19 Aug, 2016 06:07 PM

    Ethan's Avatar

    Hello,

    It sounds like you haven't found the register for your investment account. Open your investment account by clicking on it where it is listed in the left sidebar, and if it doesn't open by itself, choose the Register button towards the top center of the window. This is where you can enter your investment transactions, including your initial holdings.

    In case you haven't found it yet, our full user guide can be downloaded from http://help.infinitekind.com/kb/user-guides

    Ethan
    Moneydance Support

  2. System closed this discussion on 18 Nov, 2016 06:10 PM.

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