Add a security

tiptonbob's Avatar


10 Oct, 2019 01:13 AM

I purchased a new security and added it under the + securities tab, but it does not show up when I try to enter my transaction.

  1. 1 Posted by dwg on 10 Oct, 2019 04:29 AM

    dwg's Avatar

    I'm a fellow user.

    After creating the security definition, you then need to associate the created security with the Investment account you want to enter the transactions in.

  2. 2 Posted by tiptonbob on 10 Oct, 2019 08:28 PM

    tiptonbob's Avatar

    Thanks. That did the trick.

  3. System closed this discussion on 09 Jan, 2020 08:30 PM.

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