I tried to add a new purchase transaction for a stock from the transaction tab. I already owned that stock in one acct, but this was for a different acct (folder). When I press save, I don't get the question of which folder to save the transaction to. Rather PSM assumes it is an additional purchase for the already existing stock in the original acct and added the transaction to the stock in that acct. But that is not what I want.

I was eventually able to get the tx saved correctly but it is a clumsy workaround. I went to the Active Securities tab, selected the correct folder, right mouse clicked to add a new ticker symbol and entered the info into the transaction tab. When saved, PSM actually saved the new security at the bottom of my list of active securities. I then moved this entry to the correct folder. Very clumsy!

I think it is better that new transactions always ask for the folder. What might be better is that the transaction form have a field to allow a folder to be specified. The specified folder can be shown greyed out when PSM already has an existing folder - as when a new transaction is added to an existing security.

If there is already a correct way of entering this, I'd appreciate knowing how.

Thanks
Tom

You don't have to enter transactions from the Transactions tab. If you have a specific instance of the ticker symbol you want the transaction to be associated with, simply right-click on that ticker symbol and select Enter Transaction (or Alt+T). This will save a lot of switching between tabs.

Anatoly

I didn't explain myself well enough. This is a new instance of a ticker symbol that is to be associated with a different account (or folder).