New share purchase

Eberhard Muller's Avatar

Eberhard Muller

08 Jul, 2020 11:04 AM

How do you enter a new share purchase using bank and share register?

  1. 1 Posted by dwg on 08 Jul, 2020 11:19 AM

    dwg's Avatar

    I'm a fellow user.

    The Bank register is available in Investment accounts to facilitate the entry of banking type transactions that the Investment register is not able to handle.

    Transactions that involve buying and selling of shares are handled in the Investment register.

    The article referenced below explains the fields in the Investment register:

    https://infinitekind.tenderapp.com/kb/investment-accounts/investment-account-registers

    If you are having a particular issue entering investment transactions perhaps you could elaborate on what issue you are having.

  2. 2 Posted by Eb Muller on 08 Jul, 2020 02:16 PM

    Eb Muller's Avatar

    Sent from my iPad

  3. Ethan closed this discussion on 08 Jul, 2020 03:48 PM.

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