Entering amount of shares etc
Love the program, but when entering investments I'm totally lost also used the forums but still can't get it.. I've been able to make investment accounts add new securities but when it comes to entering my positions of those investment I'm not sure how to do it especially the amount of shares I physically possess, also when I add my securities in the portfolio and then do a yahoo history dump, some how I get lost..
Please help
Cheers
Peter
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1 Posted by -Kevin N. on 12 Sep, 2018 09:11 PM
Hi Peter,
Take a look at this Moneydance KB article for some insights into entering investment account transactions:
http://help.infinitekind.com/kb/investment-accounts/investment-acco...
Make sure that you're viewing the 'Register' of the account and not the 'Bank Register'.
-Kevin N. (not a member of MD support)
System closed this discussion on 12 Dec, 2018 09:20 PM.