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Transfer from MMA in my investment account to my brokerage savings account
I recently converted from Mac2007 to Mac2018. Due to the weak reporting capabilities in 2018, I continue to use 2007 for downloads and manually enter data in 2018. I recently began taking distributions from my IRA and, when converted, they showed up as transfers from my investment account (a MMA set up as a security) to my savings account. When I try to replicate the same transaction manually, I receive a message that the transaction will not show up in this filtered view. I have expanded view to include transfers on both the investment account and the savings account, but still receive the message. Is there something else I am missing? Also, can I create a category for IRA distributions (income) and still make a transfer? I saw something in posts re: linking transfers.
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