Adding investments

Sally Pringle's Avatar

Sally Pringle

29 Dec, 2016 02:27 PM

How do I add investments

  1. 1 Posted by derekkent23 on 30 Dec, 2016 08:18 AM

    derekkent23's Avatar

    I am not support staff, just a user.

    To add an investment take a look at
    For more general information see

    Hope this helps.

  2. 2 Posted by moneydance on 05 Feb, 2017 09:05 PM

    moneydance's Avatar

    I'm trying to enter a transaction in an investment account. For some reason, I cannot change the Action, it always reverts back to Xfr?

    Any idea?

  3. 3 Posted by moneydance on 05 Feb, 2017 09:22 PM

    moneydance's Avatar

    And I just noticed that this behavior doesn't happen for all accounts. An Account that was converted in my base currency (Canada) works. The one that I manually created to track US investments does not.

    I do have some funds in the new account.

  4. 4 Posted by Tom Freeman on 06 Feb, 2017 03:56 PM

    Tom Freeman's Avatar

    Do you have securities added to that account. If no securities have been added to the account then the only action possible is xfer.

    Here is the FAQ for that:

    You can download the user guide and peruse the FAQ's from here:

    Tom Freeman
    Infinite Kind Support

  5. 5 Posted by moneydance on 06 Feb, 2017 05:42 PM

    moneydance's Avatar

    Interesting concept... Thank you

  6. System closed this discussion on 08 May, 2017 05:50 PM.

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