The Add/Edit Investment window allows you to edit the details of an existing investment transaction or add a new investment transaction to your MoneyLine records. To create a new transaction, click the Transaction button on the main toolbar. To edit an existing transaction, double-click it from the transactions list in the main Investment window. Account:
Select the account for this transaction.
Transaction Date:
Enter the date on which the transaction occurred.
Transaction Type:
Select the type of transaction being entered.
- Buy - Purchase shares.
- Sell - Sell shares you currently own.
- Dividend - A sum of money paid by a company to its shareholders.
- Income - Money received from investments.
- Misc Expense - Any other fees paid.
- Deposit - Deposit income into this account.
- Withdraw - Move funds out of this account.
Security Name:
Select the security for this investment.
Note:
This optional field may be used to enter a brief description about the transaction.
Number of Shares:
Enter the number of shares for this investment.
Price Paid per Share:
Enter the price of each share for this transaction.
Commission:
Enter the amount of the commission paid.
Total Cost:
Enter the amount of the total cost paid.