Buying and selling shares of an investment account can be done at any time.

To record the buying or selling of shares use the Tools > Investment menu command to display the investment accounts window. Then either double click the envelope, or select the envelope and then use the Envelopes > Envelope History command.

Click either the BUY or SELL button on the investment history window, or use the Transactions > Buy Shares... or Transactions > Sell Shares... menu command. The "Share Sell / Buy" window will be displayed with either "Buy" or "Sell".

1. The program places the current date in the DATE field. You may change this if desired.
2. Enter the number of shares purchased in the # OF SHARES field. The program supports numbers with up to 3 decimal places.
3. Enter the price per share in the SHARE PRICE field.
   
   

   The button with the small currency symbols on it is the QUICK CONVERT popup menu. Click and hold on the button to select a currency conversion. The AMOUNT field will be multiplied to the correct amount in the selected currency. You can set up the quick convert menu and the rates used in the Currency Converter window.

4. Check the "Reset (Conversion)" box to reset the total number of shares and price per share. This can be used in the event the investment has been converted to a different baseline. This action is similar to starting a new investment basis at this transaction.
5. When you have all the information entered, click the RECORD button to complete the transaction and return to the investment window.