Entering A Stock transaction

JP's Avatar


31 Mar, 2016 12:53 AM

how do i enter one

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

    -Kevin N.'s Avatar

    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

    HTH -Kevin N.

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

    Parks, John's Avatar

    Thanks....struggling to enter the shares now

    John Parks

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

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