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1 Posted by dwg on 14 May, 2026 07:09 PM
In summary you must have created a security n Moneydance, you then assign the security to the investment account, this is the basic setup to prepare for stock purchases.
Once this is done you use a 'Buy' transaction to record the purchase in Moneydance.
See the section in the Knowledge Base on working with Investments:
https://infinitekind.tenderapp.com/kb/investment-accounts