tag:infinitekind.tenderapp.com,2009-01-14:/discussions/investments/5951-how-to-add-and-manage-investmentsInfinite Kind: Discussion 2021-08-17T21:00:20Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/492037892021-05-18T19:30:50Z2021-05-18T19:30:54ZHow to add and manage investments?<div><p>Hello there,</p>
<p>I tried to figure out how to add my investments (Stocks, Unit trust) to Moneydance, but couldn't.</p>
<p>Can you record a quick Loom video or something to explain it better?</p>
<p>I tried to follow the instruction in the below link, but it's not clear as well.</p>
<p><a href="http://moneydance.com/help_docs/adding_sec.html">http://moneydance.com/help_docs/adding_sec.html</a></p>
<p>Thanks,</p></div>Aslam Najeebdeentag:infinitekind.tenderapp.com,2009-01-14:Comment/492037892021-05-18T20:52:29Z2021-05-18T20:52:29ZHow to add and manage investments?<div><p>I'm a fellow user</p>
<p>The instructions you have pointed at describe how to setup and associate a security with an investment account. This is the basic information about a security.</p>
<p>The next step is entering transaction data, including any initial holdings you may have.</p>
<p>There is another article that describes one way of doing this.</p>
<p><a href="https://infinitekind.tenderapp.com/kb/investment-accounts/entering-holdings">https://infinitekind.tenderapp.com/kb/investment-accounts/entering-...</a></p>
<p>All published data about Moneydance is provided in the way of knowledge base articles, the entry point for these is:</p>
<p><a href="https://infinitekind.tenderapp.com/kb">https://infinitekind.tenderapp.com/kb</a></p></div>dwg