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add securities

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George

14 Apr, 2026 10:57 PM

I am trying to enter my owned securities into the system. Where do I enter shares, cost, price, purchase date

This discussion was closed! See this FAQ for more information:

1. Security Subtypes

   You may want to create a new investment subtype to track your securities in more detail.

   Creating a custom subtype is one way to add additional tracking information. This is especially helpful when holding non-traditional investments such as peer-to-peer notes, precious metals, or barter items.

   To create a new investment subtype, open your investment account register.
   Select "Actions" at the top r...

   See more..