Setting up an Investment (i.e. Stocks and shares} account

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nebr32701_2

15 Jul, 2015 02:07 PM

i have set up and am using my Bank Accounts but am having problems setting up my stocks and shares account.Please can you show me how to do it step by step

  1. 1 Posted by Scott Meehan on 16 Jul, 2015 05:57 PM

    Scott Meehan's Avatar

    Hi Nebr32701_2,

    To create an investment account, you can go to Tools -> Accounts in Moneydance, then click the New button and select Investment as the type, then follow the rest of the instructions to create the account.

    Once that's done, select the account on the left sidebar column, then click the Securities Detail tab at the top of the register area. From there, click the Add Security button in the upper right quadrant of the register area and either select your security from the drop down list at the top to associate it with the investment account, or click the New Security button next to it to add a new security and then associate it with the investment account.

    If you haven't already, you can also install the Quotes and Exchange rate extension by going to Extensions -> Manage extensions, then configure it to automatically update the prices of your securities by going to Extensions -> Quotes and Exchange Rates.

    That's the basic explanation for creating an investment account and getting any securities you have in it. For a more thorough description of the investment functions, you can check out our user guide here:

    http://help.infinitekind.com/kb/user-guides/moneydance-2015-user-guide

    I hope that helps! Please let us know if we can be of further assistance!

    Scott Meehan
    Infinite Kind Support

  2. Scott Meehan closed this discussion on 16 Jul, 2015 05:57 PM.

  3. raymond re-opened this discussion on 17 Jul, 2015 03:57 PM

  4. 2 Posted by raymond on 17 Jul, 2015 03:57 PM

    raymond's Avatar

    HI Scott
    Thank you for your help. I have successfully started entering my shares.

  5. 3 Posted by Scott Meehan on 17 Jul, 2015 04:00 PM

    Scott Meehan's Avatar

    Hi Raymond,

    We're happy to help and I'm glad to hear that that worked for you! Please let us know if we can be of further assistance!

    Scott Meehan
    Infinite Kind Support

  6. Scott Meehan closed this discussion on 17 Jul, 2015 04:00 PM.

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