changing unit price

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23 Jul, 2015 01:00 AM

How do I change the unit price on my investments to reflect actual current value and provide a record of price fluctuation?

  1. 1 Posted by Ben Spencer on 25 Jul, 2015 04:35 PM

    Ben Spencer's Avatar

    Assuming that you have already:

    Created an investment account.
    Created a security,
    Added the security to the investment account
    Enter Buy transactions using that security.

    I believe what you are asking is how do you change the current value of the security. You can do this manually by:
    Going to the menu bar and select Tools->Securities...
    Double click on the security you want to edit.
    In the edit security window enter the desired price in the "current price" field.
    Then click the new button to add that price to the history.

    Ben Spencer
    Infinite Kind Support

  2. System closed this discussion on 19 Mar, 2016 05:00 AM.

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