Entering Holdings

david.brown's Avatar


29 Mar, 2019 11:32 AM

I'm wanting to enter initial holdings and followed the advice at https://infinitekind.tenderapp.com/kb/investment-accounts/entering-holdings.

However I can't seem to locate "the category "Initial Holdings" as a custom income category" should this be standard or do I need to add?

thanks for pointing in the right direction

  1. 1 Posted by dwg on 29 Mar, 2019 10:31 PM

    dwg's Avatar

    I'm a fellow user.

    It is not a standard category you would need to add it.

    If you did not want to do that the alternative is to enter a buy transaction and then edit the account information and put a value in the Initial account balance field to account for the value of the investment buy.

  2. 2 Posted by david.brown on 30 Mar, 2019 06:57 PM

    david.brown's Avatar

    many thanks for the advice

  3. System closed this discussion on 29 Jun, 2019 07:00 PM.

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