Recording a transfer from Investment Account to Cash Account

DWillem

I just updated to v 6.8.1 for MAC. In a prior versions, I could link transactions from an investment account into my checking (cash) account. I seem to be unable to do so today. I see the deposit in my cash account but cannot link it to, nor see in the investment account, the transfer. What changed?

DWillem

RickO, thanks for your response. Just to clarify, pre 6.8.1 I could record a transfer from an investment account to a cash account as just that, a transfer. (I have set up a monthly auto-transfer from my investment account to my checking account). This made sense as it was just moving money from one account to another. What you are saying is that now (post 6.8.1 update) I need to consider the transfer as a "payment" from the investment account and a "deposit" from the cash account. Intellectually that seems wrong. Am I missing something?

DWillem

Thank you. It appears that with the 6.8.1 update, one has to select Detailed in Investment Tracking Method to show the transactions. After selecting Detailed, I can see the transactions in the investment account and match them with the downloaded transaction in my cash account. Thanks again.