tag:infinitekind.tenderapp.com,2009-01-14:/discussions/investments/788-how-to-set-up-an-investments-putting-in-price-and-quanitiesInfinite Kind: Discussion 2016-03-01T11:06:02Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/392322942016-02-23T15:21:15Z2016-02-23T15:21:47ZHow to set up an investments. Putting in price and quanities<div><p>Hi Ted,</p>
<p>What specifically are you looking to do within your investment
account?</p>
<p>If you have created the account and need to add a security -
from the "securities detail" portion of you investment account
choose "add security" to create or add to a list of securities that
can be used in transactions for this account. If you are adding
this security for the first time within Moneydance, you should
choose "new security" from the 'add security' window. You can then
complete the relevant fields in this window to create the
security.<br>
Once the security has been added, from the register you may 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 to
reflect that you already possess these securities at the creation
of this account within Moneydance.<br>
You can read through the steps for setting up a security in more
detail <a href="http://help.infinitekind.com/kb/investments/how-do-i-add-securities-to-a-new-investment-account">
here</a>.</p>
<p>You can also read more about investments within <em>Chapter 7,
Page 45</em> of the <a href="http://help.infinitekind.com/kb/user-guides/moneydance-2015-user-guide">
User Guide</a>.</p>
<p>Jenny<br>
Infinite Kind Support</p></div>Jenny