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Working with Investment Transactions
Screen BS431S02 (with screenshots)
To display this screen:
a) ADDING: Click the Add button in the initial screen (BS431S01) of
program Investments-BS431
In the shortcut menu which appears, click the Add a Transaction button
OR
b) EDITING or DELETING: Select an existing Investment transaction
in the list of transactions in screen BS431S01. Click the Edit button.
In the shortcut menu which appears, click the Edit Transaction <your transaction>
c)
EDITING or DELETING: Double click on an existing Investment transaction in the list of transactions in screen BS431S01.
In this section:
Doing a Transfer From or To a Linked Cash Account
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This option is only available if:
a) The Investment
account is linked to a Cash Account
b) You select an Action NOT ending in X.
e.g. Buy (not BuyX), Sell (not SellX) etc.
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