Budget :: Updating an Investments Price per Share

Budget Help

Key Concepts
Getting Started
Work with Accounts
Work with Envelopes
Work with Income
Record Transactions
Work with Transactions
Calendar
Investments
- Track Investments
- Buying and Selling Investments
- Setting an Investments Price per Share (PPS)
- Setting up investment allocations
Calculators
Import/Export/Sync
Reports/Statistics
Preferences

Updating the Price per Share (PPS)

Updating the share price can be done at any time.

To record price per share updates use the Tools > Investment... menu command to display the investment envelopes window. Select the particular investment envelope then use the Envelopes > Show History menu command.

Enter the current price per share in the SHARE PRICE field and click the SET button. A new transaction record is created with the updated information.

Note: The main investment envelope window indicates when ALL the envelopes price per shares were updated. Until all envelopes have their price per share updated, the main investment window market value reflects the the total of all envelopes latest information entered.