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Chapter 10. Manage Investments > Add Transactions (Mac)

Add Transactions (Mac)

On the Mac, you enter investment transactions using the Investment Actions window. This lists all of the possible investment transactions.

Begin by clicking the Investing tab on the toolbar, then clicking the Portfolio button, which opens the Portfolio window. If you instead want to do an investment action on a single mutual fund account, choose the account from the Registers pop-up menu on the toolbar, and its register will open.



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