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Entering A Stock transaction

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JP

31 Mar, 2016 12:53 AM

how do i enter one

1. 1 Posted by -Kevin N. on 31 Mar, 2016 01:11 AM

   

   Hi JP,

   It's a 3-step process.
   1) Create the security. Menu bar > Tools > Securities > New.
   2) Add the security to the investment account. Go to the 'Securities Detail' view of the investment account > Add Security.
   3) Enter a 'Buy' txn in the register.

   You can find out more information in Chapter 7 of the User Guide
   http://help.infinitekind.com/kb/user-guides

   HTH -Kevin N.

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2. 2 Posted by Parks, John on 31 Mar, 2016 01:32 AM

   

   Thanks....struggling to enter the shares now

   John Parks

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3. System closed this discussion on 30 Jun, 2016 01:40 AM.