Investment transaction dialog

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This dialog allows to record an investment related transaction. It can be one of the supported transaction types described in this article.


Contents

Date

Date when this transaction has occurred.

Account

An account participating in the transaction. When you buy, the transaction amount will be charged from this account. When you sell, the total amount will be deposited on this account.

Balance of the account associated with investment transaction may include value of investments when displayed on the main page. This is a custom setting which can be turned on and off in Tools->Options.

Action

Transaction type as described here.

Investment

One of available investments must be selected from this combo box.

Dividend

If you are entering a dividend or reinvest dividend transaction, enter the dividend amount into this field.

Number of shares

If you buy, sell or reinvest dividend, enter a number of shared into this field.

Price

Price of one share.

Commission

Enter a broker's amount or trade price here.

Total

This is the transaction total. If you enter all the other fields, AceMoney usually computes it automatically.

See also:

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