can't enter security transactions

Greg Waddell's Avatar

Greg Waddell

28 Dec, 2019 03:14 PM

I can't select anything except "xfr" from the action dropdown in the register view

  1. 1 Posted by dwg on 28 Dec, 2019 08:32 PM

    dwg's Avatar

    I'm a fellow user.

    Have you created the Security (which is a separate process) and also associated it with the Investment account?

    Setting up Investment accounts and the securities you have is a multi step process. It is designed this way, so that each security is only setup once and specific data for it maintained for it in one place (like price info) but you can use it in one or more investment accounts. This is in contrast to a well known program that maintains securities separately in each account they are used in.

    See the set of articles in the knowledge base that discusses Investment Accounts and Securities:

  2. System closed this discussion on 28 Mar, 2020 08:40 PM.

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