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

  • 1
  • Question
  • Updated 10 months ago
Photo of BruceFloyd

BruceFloyd

  • 70 Points

Posted 10 months ago

  • 1
Photo of Gerry Winter

Gerry Winter, Accredited Partner

  • 2,990 Points 2k badge 2x thumb
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
Photo of John Campbell

John Campbell

  • 4,092 Points 4k badge 2x thumb
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)