tag:infinitekind.tenderapp.com,2009-01-14:/discussions/investments/1385-adding-investmentsInfinite Kind: Discussion 2017-05-08T17:50:24Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/416331472016-12-30T08:18:52Z2016-12-30T08:18:52ZAdding investments<div><p>I am not support staff, just a user.</p>
<p>To add an investment take a look at <a href="http://help.infinitekind.com/kb/moneydance-2017/moneydance-2017-investment-accounts">
http://help.infinitekind.com/kb/moneydance-2017/moneydance-2017-inv...</a><br>
For more general information see <a href="http://help.infinitekind.com/kb">http://help.infinitekind.com/kb</a></p>
<p>Hope this helps.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/416331472017-02-05T21:05:17Z2017-02-07T20:13:33ZAdding investments<div><p>I'm trying to enter a transaction in an investment account. For
some reason, I cannot change the Action, it always reverts back to
Xfr?</p>
<p>Any idea?</p></div>moneydancetag:infinitekind.tenderapp.com,2009-01-14:Comment/416331472017-02-05T21:22:06Z2017-02-07T20:13:34ZAdding investments<div><p>And I just noticed that this behavior doesn't happen for all
accounts. An Account that was converted in my base currency
(Canada) works. The one that I manually created to track US
investments does not.</p>
<p>I do have some funds in the new account.</p></div>moneydancetag:infinitekind.tenderapp.com,2009-01-14:Comment/416331472017-02-06T15:56:03Z2017-02-06T15:56:03ZAdding investments<div><p>Do you have securities added to that account. If no securities
have been added to the account then the only action possible is
xfer.</p>
<p>Here is the FAQ for that: <a href="http://help.infinitekind.com/kb/investments/how-do-i-add-securities-to-a-new-investment-account">
http://help.infinitekind.com/kb/investments/how-do-i-add-securities...</a></p>
<p>You can download the user guide and peruse the FAQ's from here:
<a href="http://help.infinitekind.com/kb">http://help.infinitekind.com/kb</a></p>
<p>Tom Freeman<br>
Infinite Kind Support</p></div>Tom Freemantag:infinitekind.tenderapp.com,2009-01-14:Comment/416331472017-02-06T17:42:14Z2017-02-07T20:13:34ZAdding investments<div><p>Interesting concept... Thank you</p></div>moneydance