Connecting to my bank

Meret's Avatar

Meret

26 Nov, 2019 03:26 PM

I need help doing this, please. I found instructions that say to select "Actions". Where do I find that option?

  1. Support Staff 1 Posted by Maddy on 26 Nov, 2019 04:33 PM

    Maddy's Avatar

    Hi Meret,
    Thank you for contacting Moneydance support.

    Which version and build of Moneydance are you using?
    To check, open Moneydance and select Help --> About Moneydance (or Moneydance --> About Moneydance on a Mac) where the version and build number will be displayed.

    Action field signifies the type of transaction within the registerof an Investments account. This can be one of the following:

    • Buy Purchase shares of a security from funds in the account.

    • BuyXfr Purchase shares of a security using funds from another account.

    • Sell Sell shares of a security and deposit funds into the account.

    • SellXfr Sell shares of a security, placing the funds into another account.

    • Div Dividends earned for a specific security and deposit funds into the account.

    • DivReinvest Dividends earned for a specific security and used to purchase more shares of that security.

    • DivXfr Dividends earned for a specific security and transferred to another account.

    • Short Sell shares of a security that you do not own, in the hope that those shares will go down in value and can be purchased for less.

    • Cover Purchase shares that were previously shorted.

    • MiscInc Miscellaneous income associated with a specific security.

    • MiscExp Miscellaneous expense associated with a specific security.

    • Xfr Transfer funds to or from this investment account, including income or expenses not associated with a specific security.

    The same is outlined in this article on the Investment Account Registers and also this one on Creating an Investment Account.

    I hope this information is helpful. Please let me know if you have further questions or need any assistance.

    --
    Maddy, Infinite Kind Support

  2. System closed this discussion on 25 Feb, 2020 04:40 PM.

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