tag:infinitekind.tenderapp.com,2009-01-14:/discussions/investments/996-investments-procedureInfinite Kind: Discussion 2016-10-02T02:38:51Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/399988082016-06-06T16:43:10Z2016-06-06T16:43:10ZInvestments Procedure<div><p>No videos. But we do have faq's here (and you can also download
the user's guide): <a href="http://help.infinitekind.com/kb">http://help.infinitekind.com/kb</a></p>
<p>1 from the toolbar go to accounts > new account. Select
Investment</p>
<p>2 To add a sub-type to a security go to the securities detail
woodwind and click edit security. There is an edit link next to the
sub-type filed. Click this to add sub-types. There is a + sign in
the sub-type window to add sub-types. Close the edit sub-type
window and click the scroll menu icon to select the attach the
sub-type to this security.</p>
<ol>
<li>In the account register make a sell transaction. You can fill
in the appropriate price and share count.</li>
</ol>
<p>4 This would be a transfer transaction.</p>
<ol>
<li>In the investment transaction their is a fee field and a fee
category field.</li>
</ol>
<p>6 This should happen automatically and should show up on the
reports. In the cap gains report you can edit it to show unrealized
capital gains</p>
<p>Tom Freeman<br>
Infinite Kind Support</p></div>Tom Freeman