![]() ![]() The individual transactions will be recorded in the Shares Account, accessible via the navigation panel, thus giving a history of activity for this stock. The portfolio view will show a summary of the total amount of shares held for each stock for this investment. Selecting Transfer: This means that the transaction will be regarded as a transfer by our regular accounts, otherwise, it will be regarded as an income or expense.Ī Share purchase or Share sale lot can be recorded as a new transaction on the Stock shown in the Stock Portfolio view.Withdrawal: Meaning we are withdrawing money from our regular accounts, to pay for the shares we have purchased.Deposit: Meaning we are depositing money to our regular accounts, therefore we are selling our shares.Creating a new transaction from the Stock Portfolio, on our selected stock, will allow us to increase or remove shares, depending on the state of our transaction type.The regular transaction allows us to transfer money to and from our regular accounts.Share Transactions holds share information for our stock.On creating a new Stock, a Share Transaction will always be created.The Share Account holds two types of transactions.This dialog represents the Investment portion (left) and the regular transaction portion (right). Shares can be added or removed from our stock when using the Share Transaction dialog. The following dialog is displayed when we create a new transaction against our stock, or we edit a transaction in the Shares account for this stock. This dialog can also be used to update current prices and are recorded in the Stock History. Saving this dialog will update information for the Stock. This dialog is presented when we create a new stock or edit an existing stock. On saving, we are asked to create a Share Account having the same name as the Company Name,įollowed by the Add Share Transaction dialog where we add extra information relating to our regular transactions.At this point, the initial price is the current price. Here we are presented with a New Stock Investment dialog where we add the initial information for our new stock.In this view when nothing is selected, a new Stock can be created. When we select our Investment account from the navigation panel, we will display the Stock Portfolio for this investment. The creation of a Stock is now a two-stage process. Multiple accounts can be created to hold different stocks. This account will allow us to create Stocks held by this investment. Generally, we would obtain Stocks via a Stock Broker or institution where we can then purchase or sell shares in a company.īefore we can use Stocks and Shares we need to create a new account of type: Investment.Shares as of the units of value within the company. ![]() We often use the terms Stocks and Shares to mean the same thing. This also allows us to purchase more shares against this stock, or sell shares from a particular stock. To allow this to occur, a Share account is created when we create new stock. This also allows the payment of dividends to be recorded against our stock. Stocks and Shares have been updated to allow money from our general accounts to be transferred to and from our investments. Money Manager Ex allows the tracking of Stocks and Shares to be incorporated with our general day to day transactions. Demonstration Video of how to use the feature. ![]()
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