Buy or Sell Transaction Dialog

This dialog is available from the Edit / Buy/Sell... menu command under the Graphs window. It is also available at Edit / Investment Data / Buy/Sell... in the Portfolio Editor window, or by right clicking on any investment and choosing the Investment Data / Buy/Sell... popup menu command.

Investments have a property that specifies how to record transactions for that investment. This option is called "Transaction Entry Preference", and is adjustable under the Investment Properties - Other Dialog. Depending on the transaction entry preferences each dialog will appear slightly different. For more details on each dialog, see:

No Fees

Percentage Load Fees

Commission Fees

Buy or sell transactions may also be recorded or modified from the Data Register.

When recording buy or sell transactions it is important to correctly record the shares. See Recording Transactions Without Rounding Errors.

For bond transactions, see Recording Bond Transactions.

See Also