tag:infinitekind.tenderapp.com,2009-01-14:/discussions/investments/1312-sharesInfinite Kind: Discussion 2017-02-28T13:00:25Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/413324512016-11-29T08:22:22Z2016-11-29T08:22:27ZShares<div><p>I want to add shares I already own to Moneydance. Where and how
do I put the information so the value of my holdings registers in
'summary'.</p></div>Gareth Juliantag:infinitekind.tenderapp.com,2009-01-14:Comment/413324512016-11-29T12:59:19Z2016-11-29T12:59:19ZShares<div><p>Hi Gareth,</p>
<p>Adding securities is a 3-step process:</p>
<ol>
<li>
<p>Add the security to Moneydance. Menu bar > Tools >
Securities. Click the (+) sign and fill in the particulars of the
security. Make sure when filling in the 'Max Decimal Places' to
match the number of decimal places that your brokerage reports on
your statement.</p>
</li>
<li>
<p>Create an Investment account in Moneydance and add the security
to it. Create an investment account. Menu bar > Account > New
Account > Investment > Fill in the particulars of the
account. Click OK. The new account will appear on the left side
bar. Access the account. From the tabs along the top, select
'Securities Detail'. In the upper right-hand quadrant, click 'Add
Security'. Select the desired security from the 'Security'
drop-down list. Fill in / select any desired particulars and click
OK.</p>
</li>
<li>
<p>Enter a Buy transaction (txn) into the register so as to reflect
your holdings. From the tabs along the top, select 'Register'.
Click the 'New Transaction' button in the upper right-hand corner.
A new txn will appear at the bottom of the register in Edit mode.
Fill in the particulars of the Buy txn. Doing so will create
negative Cash Balance. You can zero-out the Cash Balance by
entering an 'Initial Balance' into the account to cover the cost of
the Buy txn. From the menu bar, go to Account > Edit Account. In
the resulting form, you can enter / edit the 'Initial Balance'. You
can also fund the purchase by making a transfer from another
account.</p>
</li>
</ol>
<p>Check the Moneydance Knowledge Base for more information.<br>
<a href="http://help.infinitekind.com/kb">http://help.infinitekind.com/kb</a></p>
<p>HTH -Kevin N.</p></div>-Kevin N.