tag:infinitekind.tenderapp.com,2009-01-14:/discussions/switching-from-another-personal-finance-program/1482-stocks-and-share-portfolio-accountsInfinite Kind: Discussion 2018-03-17T03:46:32Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/393099872016-03-02T21:27:50Z2016-03-02T21:27:50ZStocks and Share portfolio accounts<div><p>I does not make sense to put stocks and shares in the Bank
category, simply because they are not bank accounts they are
investments and the bank type accounts do not have transaction
types that can deal with investment transactions - like buy, sell,
dividends etc..</p>
<p>The typical method is to create an Investment type account for
your brokerage and add stocks and shares to this.</p>
<p>Have you looked at the user Manual?</p>
<p><a href="http://help.infinitekind.com/kb/user-guides/moneydance-2015-user-guide">
http://help.infinitekind.com/kb/user-guides/moneydance-2015-user-guide</a></p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/393099872016-03-06T15:34:29Z2016-03-06T15:34:29ZStocks and Share portfolio accounts<div><p>Thanks for your input. Now going well.</p></div>Warwick Morgantag:infinitekind.tenderapp.com,2009-01-14:Comment/393099872016-03-07T18:10:28Z2016-03-07T18:10:28ZStocks and Share portfolio accounts<div><p>If you could be specific with what you are trying to do i could
better advise on the steps you would need to take.</p>
<p>You can alos peruse our FAQ's from here: <a href="http://help.infinitekind.com/kb">http://help.infinitekind.com/kb</a></p>
<p>Tom Freeman<br>
Infinite Kind Support</p></div>Tom Freemantag:infinitekind.tenderapp.com,2009-01-14:Comment/393099872016-03-17T11:05:41Z2016-03-17T11:05:41ZStocks and Share portfolio accounts<div><p>Hello Tom,<br>
I’ve made good progress transferring from Quicken 2000 to
Moneydance having transferred Bank accounts, Assets and Share
Accounts with prices updated via the Quotes Extension.<br>
I am now putting in Unit Trusts and Bonds, where the prices must be
updated manually, say once a week/month. How do I do this?<br>
I can’t find any reference to it.<br>
Thanks in advance, Warwick Morgan</p></div>Warwick Morgantag:infinitekind.tenderapp.com,2009-01-14:Comment/393099872016-03-17T11:28:27Z2016-03-17T11:28:27ZStocks and Share portfolio accounts<div><p>Hello Tom,<br>
I think I’ve just found out how to do it by using the
Security price Extension.<br>
Is that right.<br>
Warwick Morgan</p></div>Warwick Morgantag:infinitekind.tenderapp.com,2009-01-14:Comment/393099872016-03-17T20:22:14Z2016-03-17T20:22:14ZStocks and Share portfolio accounts<div><p>Using that extension is the easiest way to update the prices
manually.</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/393099872016-03-18T18:45:13Z2016-03-18T18:45:13ZStocks and Share portfolio accounts<div><p>If you are manually updating the prices then the security price
entry is by far the easiest method.</p>
<p>Tom Freeman<br>
Infinite Kind Support</p></div>Tom Freeman