tag:infinitekind.tenderapp.com,2009-01-14:/discussions/investments/232-setting-up-an-investment-ie-stocks-and-shares-accountInfinite Kind: Discussion 2015-07-17T16:00:58Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/373917642015-07-16T17:57:56Z2015-07-16T17:57:56ZSetting up an Investment (i.e. Stocks and shares} account <div><p>Hi Nebr32701_2,</p>
<p>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.</p>
<p>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.</p>
<p>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.</p>
<p>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:</p>
<p><a href="http://help.infinitekind.com/kb/user-guides/moneydance-2015-user-guide">
http://help.infinitekind.com/kb/user-guides/moneydance-2015-user-guide</a></p>
<p>I hope that helps! Please let us know if we can be of further
assistance!</p>
<p>Scott Meehan<br>
Infinite Kind Support</p></div>Scott Meehantag:infinitekind.tenderapp.com,2009-01-14:Comment/373917642015-07-17T15:57:08Z2015-07-17T15:57:08ZSetting up an Investment (i.e. Stocks and shares} account <div><p>HI Scott<br>
Thank you for your help. I have successfully started entering my
shares.</p></div>raymondtag:infinitekind.tenderapp.com,2009-01-14:Comment/373917642015-07-17T16:00:56Z2015-07-17T16:00:56ZSetting up an Investment (i.e. Stocks and shares} account <div><p>Hi Raymond,</p>
<p>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!</p>
<p>Scott Meehan<br>
Infinite Kind Support</p></div>Scott Meehan