tag:infinitekind.tenderapp.com,2009-01-14:/discussions/investments/6474-entering-new-investmentInfinite Kind: Discussion 2022-04-07T20:40:19Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/495850962022-01-06T14:20:13Z2022-01-06T14:58:44ZEntering new investment<div><p>On that screen, top right, click actions, ADD SECURITY and add the security to the account..</p>
<p>Then you can enter a new txn as a BUY...</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/495850962022-01-06T14:33:39Z2022-01-06T14:58:44ZEntering new investment<div><p>I am not support staff, just a user.<br>
Hi Robbie</p>
<p>When you purchase a security the money has to come from somewhere.</p>
<p>You have used the Action Buy which means the money is taken from the investment Account Bank register, the Bank Register tab. Note if you have a Bank Account associated with the investment Account and it has an Initial Balance highlight the Investment Account in the list on the left and click ACCOUNT – EDIT ACCOUNT to add the Initial Balance.</p>
<p>The other way to fund a purchase is the Action BuyXfr which transfer the money from another account which you select in the Transfer field.</p>
<p>Hope this helps</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/495850962022-01-06T14:37:24Z2022-01-06T14:58:44ZEntering new investment<div><p>Hi Stuart.</p>
<p>You still haven’t explained why it shows as a negative number in the transaction or is that why buy shows up as an expense?<br>
But this column shows two figures which cancel out. Why?</p>
<p>Also you didn’t answer my last question:<br>
PS I have just paid for and updated to the latest Mac version (2022.2). I cannot see any changes from previous 2017 version. What am I missing?</p>
<p>Thanks</p></div>Robbie Wolfsontag:infinitekind.tenderapp.com,2009-01-14:Comment/495850962022-01-06T15:46:37Z2022-01-06T15:46:37ZEntering new investment<div><p>I am not support staff, just a user.<br>
Hi Robbie</p>
<p>Take another read of my post at <a href="https://infinitekind.tenderapp.com/discussions/investments/6474-entering-new-investment#comment_49585243">https://infinitekind.tenderapp.com/discussions/investments/6474-ent...</a><br>
In the transaction you used the Action Buy which funds the purchase by taking funds from the associated Investment Bank Account. If that account had a zero balance before the purchase then it would result in a negative balance equal to the cost of the purchase. Read by last post again.<br>
You see the changes from 2017 to 2020 read the blog at <a href="https://infinitekind.com/blog">https://infinitekind.com/blog</a><br>
In addition for resent preview build see change log at <a href="https://infinitekind.com/previewdl/current/changelog.txt">https://infinitekind.com/previewdl/current/changelog.txt</a></p>
<p>Hope this helps</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/495850962022-01-06T19:30:20Z2022-01-06T19:30:24ZEntering new investment<div><p>Sent from my iPhone</p></div>Robbie Wolfsontag:infinitekind.tenderapp.com,2009-01-14:Comment/495850962022-01-06T19:36:33Z2022-01-06T19:36:35ZEntering new investment<div><p>I think I understand the investment situation. Complication was it was funded from outside Moneydance.<br>
I still have a question on how how to find syncs in iCloud?</p>
<p>Sent from my iPhone</p></div>Robbie Wolfsontag:infinitekind.tenderapp.com,2009-01-14:Comment/495850962022-01-06T20:38:02Z2022-01-06T20:38:02ZEntering new investment<div><p>I am not support staff, just a user.<br>
Hi Robbie</p>
<p>It sounds like you need to set an Initial Balance in your Investment Bank account.</p>
<p>I use a free Dropbox account as I sync between a number of computers Windows, Linux and phones and ever if I had a Mac I would still have to use Dropbox as iCloud sync can only sync with other Mac computer, but not iOS devices.<br>
See these article covering syncing at <a href="https://infinitekind.tenderapp.com/kb/syncing-and-sharing-data">https://infinitekind.tenderapp.com/kb/syncing-and-sharing-data</a></p>
<p>Hope this helps.</p></div>derekkent23