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Inv account won't let me enter a BUY transaction, insists on XFER

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Don Mohle'

07 Mar, 2025 01:26 AM

Inv account won't let me enter a BUY transaction, insists on defaulting to XFR

1. 1 Posted by dtd on 07 Mar, 2025 01:45 AM

   

   You don't have any securities in that account.

   You have to have a security name listed in the account to buy or sell it,

   Otherwise, XFR is the only valid transaction.

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2. 2 Posted by Don Mohle on 07 Mar, 2025 05:56 PM

   

   So how do I get securities into the account without BUYing them? I have
   defined the securities in the Tools/Securities window but could find no
   info on designating the account for them.

   On 3/6/2025 5:45 PM, dtd wrote:

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3. 3 Posted by Stuart Beesley ... on 07 Mar, 2025 06:09 PM

   

   Select the investment account. click the securities tab. click the actions tab. click add security.

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4. 4 Posted by -Kevin N. on 07 Mar, 2025 06:59 PM

   

   Just to add...

   Any one security can be held in any number of investment accounts so create only one instance of a security.

   -Kevin N. (not a member of Moneydance support)

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5. 5 Posted by Don Mohle on 07 Mar, 2025 06:59 PM

   

   Thanks! I'll give it a go.

   On 3/7/2025 10:09 AM, Stuart Beesley (Mr Toolbox) wrote:

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6. System closed this discussion on 06 Jun, 2025 07:00 PM.