Trying to enter a share purchase on the account register

Forbes Hamilton's Avatar

Forbes Hamilton

21 Sep, 2017 11:29 AM

Hi I am new to Moneydance 2017. I have used older versions for years but cannot manage to enter the number of shares purchased in a new transaction in the register view. I have completed the boxes to the left but cannot acces the number of shares box. What am I doing dim?

  1. 1 Posted by Henry on 22 Sep, 2017 06:41 AM

    Henry's Avatar


    If you already have the security added to the investment in the securities detail page you just need to create a buy transaction in the transaction register for this investment account.

    Click on the investment account in on the home page.

    Click on the middle "Register" button to bring up the transaction register for this account.

    Click "New Transaction"

    Set the Action on the transaction to "Buy"

    Select the security you are buying.

    Enter the number of shares in the box that says "Shares"

    Infinite Kind Support

  2. 2 Posted by Forbes Hamilton on 22 Sep, 2017 07:30 AM

    Forbes Hamilton's Avatar



    Thanks, you are a genius!


    Forbes Hamilton

    PS it may be that I was just dim.

  3. 3 Posted by Henry on 22 Sep, 2017 07:57 AM

    Henry's Avatar

    No problem, glad to hear everything is working! I'll close this discussion for now, but don't hesitate to get back in touch if you have further questions.

    Have a wonderful day!

    Infinite Kind Support

  4. Henry closed this discussion on 22 Sep, 2017 07:57 AM.

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