tag:infinitekind.tenderapp.com,2009-01-14:/discussions/investments/4923-how-do-i-add-my-investents-to-my-moneydance-softwareInfinite Kind: Discussion 2020-05-03T19:10:26Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/480570792020-02-02T15:27:13Z2020-02-02T15:27:13ZHow do I add my investents to my Moneydance software?<div><p>I am not support staff, just a user.<br>
Hi Robin</p>
<p>Adding Securities/Holdings is a multi-step process.</p>
<p>Create a investment account see <a href="https://infinitekind.tenderapp.com/kb/investment-accounts/create-an">https://infinitekind.tenderapp.com/kb/investment-accounts/create-an</a>...</p>
<p>Create Securities and associating Securities with an investment account(s). see <a href="https://infinitekind.tenderapp.com/kb/investment-accounts/adding-se">https://infinitekind.tenderapp.com/kb/investment-accounts/adding-se</a>...</p>
<p>Entering your holdings. See <a href="https://infinitekind.tenderapp.com/kb/investment-accounts/entering-">https://infinitekind.tenderapp.com/kb/investment-accounts/entering-</a>...</p>
<p>Also see the other related articles at <a href="https://infinitekind.tenderapp.com/kb/investment-accounts">https://infinitekind.tenderapp.com/kb/investment-accounts</a></p>
<p>Hope this helps</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480570792020-02-02T16:09:28Z2020-02-02T16:09:30ZHow do I add my investents to my Moneydance software?<div><p>Hi Derek</p>
<p>Many thanks for getting back to me. I read the first paragraph regarding “Entering Holdings”:<br>
“Once you have created a security, you can enter transactions that reflect your holdings for this security. If you are adding initial holdings, you can enter BuyXfr transactions with the category "Initial Holdings" as a custom income category. This will reflect that you already possess these securities at the creation of this account within Moneydance.” But where/how do I do this? I try to create a “New Transactions” but how do I then fill the input boxes at the bottom of the page?</p>
<p>[cid:<a href="mailto:image001.png@01D5D9E3.17E25490">image001.png@01D5D9E3.17E25490</a>]</p></div>Robin Vollerttag:infinitekind.tenderapp.com,2009-01-14:Comment/480570792020-02-02T17:37:02Z2020-02-02T17:37:02ZHow do I add my investents to my Moneydance software?<div><p>I am not support staff, just a user.<br>
Hi Robin</p>
<p>Assuming you have followed the process to add securities to the investment account you now buy shares.</p>
<p>In my screen shot I clicked NEW TRANSACTION then filed in the fields.</p>
<p>DATE - Date of transaction.</p>
<p>ACTION BuyXfr - use dropdown (Purchase shares of a security using funds from another account. Or Buy to Purchase shares of a security from funds in the investment account).</p>
<p>SECURITY - Use drop down to select security.</p>
<p>TRANSFER – for BuyXfr - not used with Buy - used dropdown to select the Bank account used to fund the transaction.</p>
<p>SHARES The number of shares.</p>
<p>PRICE - Price per share.</p>
<p>You can ignore the other boxes and their content.</p>
<p>You can transfer fund into the investment bank register from another bank account in the normal way to fund Buy transactions or set an initial balance. Highlight investment account in side bar ACCOUNT – EDIT ACCOUNT.</p>
<p>Hope this helps.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/480570792020-02-02T17:55:47Z2020-02-02T17:55:47ZHow do I add my investents to my Moneydance software?<div><p>Great, many thanks!</p></div>Robin Vollerttag:infinitekind.tenderapp.com,2009-01-14:Comment/480570792020-02-02T19:04:13Z2020-02-02T19:04:13ZHow do I add my investents to my Moneydance software?<div><p>I am not support staff, just a user.<br>
Hi Robin</p>
<p>Glad I was able to help.</p>
<p>Have Fun.</p></div>derekkent23