Date: Fri, 29 Mar 2024 04:43:26 +0000 (UTC)
Message-ID: <1325426997.15.1711687406955@ip-10-40-65-227.us-west-2.compute.internal>
Subject: Exported From Confluence
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Buying securities
Buying securities
The securities you bought can be rec=
orded in Quicken by entering a Buy=
type of transaction. When you select this transaction type, yo=
ur cash balance is decreased by the total amount entered for the transactio=
n.
Recording securities bought
To record the securities you bought in Quick=
en:
- Select the investment account you want to use and click the =
Transactions tab..
- Click the Transactions =
span>tab and then click the New Transaction icon in the register toolbar.
- Select Buy from th=
e Transaction Types list.
- Add the information for:=20
- Date - Enter the date of purchase. T=
his is important if you want to track complete investment performance and t=
ax information.
- Security - Select the security for w=
hich you're purchasing shares.
- Total Cost - Enter the total cost of=
the shares purchased, including commission amount.
- Number of Shares - Enter the number =
of shares purchased.
- Commission - Enter the total commiss=
ion on the trade (if any).
- Memo - Enter the note you want to as=
sociate with the transaction.
- Tags - Enter the tags that you want =
to use when searching for the transaction.
- To add an attachment, go to the Attachments=
strong> tab, click the Add atta=
chment button, and select the file you want to a=
ttach to the transaction.
- Click Save when yo=
u are done.
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