Recording Shares Given by your employer to our Investment Account

Jay's Avatar


26 Oct, 2021 05:17 AM

Hi there,

I'm having difficulties entering shares my employer deposits directly to my Investment Account every second week.

In Quicken, I use the action "Added," then I select the security from a drop-down menu, the number of shares, and the current price. Then Quicken would calculate the Invest Amount, and that was the end of it. I cannot do the same using MoneyDance, first because the Action "Added" doesn't exist. What is the best option in this case?

Thank you!

  1. 1 Posted by Stuart Beesley ... on 26 Oct, 2021 05:33 AM

    Stuart Beesley (Mr Toolbox)'s Avatar

    You have to do a buy txn

  2. 2 Posted by jfjunior on 26 Oct, 2021 04:38 PM

    jfjunior's Avatar

    Hi Stuart,

    Thanks for getting back to me. I created an Income Category for the shares
    and entered them as "buyxfer" to that account, so I would keep a cash
    balance. That worked great.

    Thanks again for your help.


  3. System closed this discussion on 25 Jan, 2022 04:40 PM.

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