Creating a transaction
To create a transaction:
- Right-click on an account.
- From the popup-menu, select New Transaction.
- In the Date / Time field, type the date and time of the transaction (defaults to the current
date and time).
- Select the account (defaults to the selected account).
- Select the security.
- Select Buy or Sell operation.
- In the Quantity field, type the number of shares to buy or sell.
- In the Price field, type the price paid for each shares.
- In the Minimum field, type the minimum commissions amount to pay for each transaction.
- In the Expenses field, type the total commissions amount paid for the transaction.
- Click OK.
The new transaction is listed in the account's transactions view, and the portfolio view is
updated to reflect the changes.
Tip: Drag a security from the securities or watchlist views to the account or transaction
view to enter a transaction and automatically fill all fields.