Entering Transactions in the Short Term Chart Area

Best Choice allows you to enter transaction in two areas. You can enter transactions in the Transaction Manager, and you can enter transactions in the short term chart area. This help section will show you how to enter transactions in the short term chart area. To learn about entering transactions in the Transaction Manager, click here.

Overview

The Transaction Manager provides a quick and easy way to record your trades. You can create as many accounts as you wish. You can print reports, including the IRS Schedule D form.

Getting Started - Set Up An Account

The first thing to do is to set up an account. When you first open the Transaction Manager, you will see the message "You do not have any accounts set up yet. You must set up at least one account before you can add any transactions. Click Ok. The "New Account" tab will automatically be selected to add your first account.

To add a new account, you must enter at least the account name, an initial balance, a default commission rate and the average number of shares traded. The items with the asterisk (*) are required. Then click the "Save" button. This closes the New Account window, and allows you to start entering transactions for this account.

Creating Additional Accounts

If you want to create additional accounts, just click the New Account tab. Each time you create an account and fill in the required info, be sure to click "Save". If you have multiple accounts, be sure to click and check the Default Account box for the account that you want as your default account.

Editing Accounts

If you want to edit an account, select the account name in the drop down box under the word "Account" in the top left corner. Clicking the command button "Edit Account" will open the window at the bottom with the account information. Make any changes you wish, and click save when you are done. You can cancel at anytime without saving any changes.

Deleting Accounts

To delete an account, select the account name in the drop down box under the word "Account" in the top left corner. Click the command button "Delete Account", and then click yes to confirm that you want to delete the account. The account will then be deleted.

Adding a Transaction

There are two ways to enter transactions in Best Choice, in the Transaction Manager, and also in the short term chart area. We will go through how to enter transactions in the Transaction Manager here. To learn about entering transactions in the short term chart area of Best Choice, click here.

Printing Reports

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