adding stocks to your portfollio

Richard Stone's Avatar

Richard Stone

04 Jul, 2016 07:22 PM

how to add securities to your potfolio

  1. 1 Posted by -Kevin N. on 04 Jul, 2016 07:29 PM

    -Kevin N.'s Avatar

    Hi Richard,

    It's a three part process of:
    1 Adding the security to Moneydance.
    2 Adding the security to the investment account.
    3 Entering a Buy txn in the register.

    You can get more information from chapter 7 of the Moneydance User Guide.

    HTH -Kevin N.

  2. System closed this discussion on 04 Oct, 2016 03:13 PM.

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