Buy or Sell Transaction (No Fees) Dialog

 

This dialog records buy or sell transactions for investments with their "Transaction Entry Preference" set to "No Fees". The following fields are contained in this dialog:

 

Date

The date of the purchase or sale. (Example: 11/19/2004)

Value

The value of your purchase or sale. (Example: 1,000.00)

Shares

The number of shares purchased or sold. (Example: 40)

Price

The share price paid or received. (Example: 25)

Memo

Optional transaction note associated with this buy/sell

 

Select the appropriate radio button to choose either a Buy or a Sell transaction.

 

All entries should be entered as positive value for both buy and sell transactions.

See Also

Recording Transactions Without Rounding Errors

Buy or Sell Transaction Dialog

About Investments

Keyboard Shortcuts

 


Fund Manager Home