Reminder - Sell $ amount of mutual fund

Unknown

Windows R17.4 -- I make all entries manually. I do not download any transactions.

Years ago I set up two reminders to automatically  record  the sale of the RMD from my mutual fund and deposit to my checking account. The first reminder automatically sells a given $ amount of the mutual fund.  The second reminder then transfers (xout) the funds to my bank account and the income tax withholding.  I do have to each month adjust the number of shares sold, but this is Ok.

Now I wish to do much the same with a different non IRA mutual fund; however, I am unable to set up a reminder to sell the mutual fund. I can not find a way to set up a reminder to sell (either Sold or SoldX) a mutual fund. Has this feature been removed?

I do not have any problem setting up the reminder for the transfer out (xout) , but I have to manually enter a sell transaction each month.

Unknown

I only now noticed that the sell transaction for the old RMD does not show up in the  "Manager Bill and Income Reminders" tab.   Where is this investment reminder stored ?

Unknown

Tom Young

mshiggins

It sounds like a Memorized Investment Transaction used along with a Scheduled Transaction Group Reminder.

Unknown

mshiggins said:

It sounds like a Memorized Investment Transaction used along with a Scheduled Transaction Group Reminder.

You may be correct, but after I memorize the transaction how do I get make a Reminder?

Unknown

Tom Young

mshiggins

Jim_Harman

Unknown

Jim_Harman

mshiggins