tag:infinitekind.tenderapp.com,2009-01-14:/discussions/online-banking/14824-connecting-to-my-bankInfinite Kind: Discussion 2020-02-25T16:40:22Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/478706812019-11-26T15:26:56Z2019-11-26T15:26:57ZConnecting to my bank<div><p>I need help doing this, please. I found instructions that say to select "Actions". Where do I find that option?</p></div>Merettag:infinitekind.tenderapp.com,2009-01-14:Comment/478706812019-11-26T16:33:33Z2019-11-26T16:33:33ZConnecting to my bank<div><p>Hi Meret,<br>
Thank you for contacting Moneydance support.</p>
<p>Which version and build of Moneydance are you using?<br>
To check, open Moneydance and select Help --> About Moneydance (or Moneydance --> About Moneydance on a Mac) where the version and build number will be displayed.</p>
<p><strong>Action</strong> field signifies the type of transaction within the <strong>register</strong>of an Investments account. This can be one of the following:</p>
<ul>
<li>
<p>Buy Purchase shares of a security from funds in the account.</p>
</li>
<li>
<p>BuyXfr Purchase shares of a security using funds from another account.</p>
</li>
<li>
<p>Sell Sell shares of a security and deposit funds into the account.</p>
</li>
<li>
<p>SellXfr Sell shares of a security, placing the funds into another account.</p>
</li>
<li>
<p>Div Dividends earned for a specific security and deposit funds into the account.</p>
</li>
<li>
<p>DivReinvest Dividends earned for a specific security and used to purchase more shares of that security.</p>
</li>
<li>
<p>DivXfr Dividends earned for a specific security and transferred to another account.</p>
</li>
<li>
<p>Short Sell shares of a security that you do not own, in the hope that those shares will go down in value and can be purchased for less.</p>
</li>
<li>
<p>Cover Purchase shares that were previously shorted.</p>
</li>
<li>
<p>MiscInc Miscellaneous income associated with a specific security.</p>
</li>
<li>
<p>MiscExp Miscellaneous expense associated with a specific security.</p>
</li>
<li>
<p>Xfr Transfer funds to or from this investment account, including income or expenses not associated with a specific security.</p>
</li>
</ul>
<p>The same is outlined in <a href="https://infinitekind.tenderapp.com/kb/investment-accounts/investment-account-registers">this article</a> on the <em>Investment Account Registers</em> and also <a href="https://infinitekind.tenderapp.com/kb/investment-accounts/create-an-investment-account">this one</a> on <em>Creating an Investment Account</em>.</p>
<p>I hope this information is helpful. Please let me know if you have further questions or need any assistance.</p>
<p>--<br>
Maddy, Infinite Kind Support</p></div>Maddy