Hi. I am using Person Plus 2019, but cannot find where to enter the number Of shares I hold for each of my securities.

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  • Updated 3 months ago
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BruceFloyd

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Posted 3 months ago

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Gerry Winter, Accredited Partner

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The idea would be to do the action of buying the shares from the script from your broker so as to keep the record keeping accurate.
Call me if you want to discuss.

Gerry 0418907140
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John Campbell

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You can either BUY the shares if paying (transferring funds) for them from a Reckon recorded account,
or ADD the shares if bought with funds not recorded in RPP.
Both these methods will record the capital value of the shares.
These recording transactions are available when you "open" the share account.
(Edited)