how to add new security

Sam's Avatar

Sam

13 Jan, 2025 08:49 PM

When I try to buy a new one, it changes the new name to the previous entry

  1. Support Staff 1 Posted by Maddy on 13 Jan, 2025 09:02 PM

    Maddy's Avatar

    Hi Sam,
    Thank you for contacting Moneydance support.

    Adding a security to an investment account simply makes that security available for use within that investment account. Technically adding a security to an investment account creates a sub account in the investment account priced in that security as a place to hold the number of shares in the security you own.

    After you add a security to an investment account you need to enter a buy transaction to increase the number of shares you own. Go into the investment register and click the new transaction button. Set the type of the transaction to Buy.

    This will reduce the amount of cash in the investment account to pay for the buy. If you are simply wanting to reflect preexisting holdings you can set the initial cash balance of the investment account to cover these buys. To do this go into the investment account and select Edit Account from the Account menu.

    I hope this information is helpful. Please let us know if you have further questions or need more assistance.

    --
    Maddy, Infinite Kind Support

  2. 2 Posted by Stuart Beesley ... on 13 Jan, 2025 09:16 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    Securities tab
    Top right, actions button.
    Add security.

    Now try the Buy

  3. 3 Posted by Sam Clarke on 13 Jan, 2025 09:33 PM

    Sam Clarke's Avatar

    Thanks.  I was trying to add and buy at the same time.  Not real clear to a newbie!

    Sam

    Do unto those downstream as you would have those upstream do unto you.-- Wendell Berry

        On Monday, January 13, 2025 at 04:16:15 PM EST, Stuart Beesley (Mr Toolbox) <[email blocked]> wrote:
     
      
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  4. 4 Posted by Sam Clarke on 13 Jan, 2025 09:34 PM

    Sam Clarke's Avatar

    Thanks.  I was trying to Add and Buy in the same transaction. Not real clear to a newbie.

    Sam

    Do unto those downstream as you would have those upstream do unto you.-- Wendell Berry

        On Monday, January 13, 2025 at 04:02:16 PM EST, Maddy <[email blocked]> wrote:
     
       
    |

  5. Support Staff 5 Posted by Maddy on 14 Jan, 2025 10:07 AM

    Maddy's Avatar

    You are welcome!

    I'll close this discussion for now, but do not hesitate to contact us again, if you need further assistance.

    --
    Maddy, Infinite Kind Support

  6. Maddy closed this discussion on 14 Jan, 2025 10:07 AM.

  7. Sam Clarke re-opened this discussion on 14 Jan, 2025 11:50 AM

  8. 6 Posted by Sam Clarke on 14 Jan, 2025 11:50 AM

    Sam Clarke's Avatar

    Thanks again.  

    Sam

    Do unto those downstream as you would have those upstream do unto you.-- Wendell Berry

        On Tuesday, January 14, 2025 at 05:07:14 AM EST, Maddy <[email blocked]> wrote:
     
       
    |

  9. Maddy closed this discussion on 14 Jan, 2025 11:56 AM.

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