setting up investments with a share balance

barry Cerino's Avatar

barry Cerino

15 Dec, 2016 08:41 PM

I have switched from quickbooks. my investments have a share balance. I do not want to do buy and transfer. how do I enter the balances

  1. 1 Posted by dwg on 15 Dec, 2016 10:00 PM

    dwg's Avatar

    Buy transactions are the only way to add shares, this sets up the cost basis of the shares. You do not necessarily need to do a transfer as you can set up an initial cash balance in the investment account to "fund" the buy transaction(s).

  2. 2 Posted by Tom Freeman on 16 Dec, 2016 09:38 PM

    Tom Freeman's Avatar

    You can check out the FAQ's on Investment accounts from here:

    Some brokers allow for qif/qfx downloads of account transaction history. This can be imported into MD.

    Tom Freeman
    Infinite Kind Support

  3. System closed this discussion on 17 Mar, 2017 09:40 PM.

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