Are outstanding transactions still available to complete after they are archived?

wmckiernon

I have a few purchases that have not been sold from many years ago. If / when I sell them will I still be able to have them accurately recorded in my capital gain reports?

Jim_Harman

I think the short answer is Yes.

If you are referring to the Year end Archive from the File > Backup and Copy menu, that does not affect investing accounts.

If you are referring to the Archive transactions function on an investing account's gear menu, that only affects closed positions, i.e. securities where you have sold all your shares.

Jim_Harman

I think the short answer is Yes.

If you are referring to the Year end Archive from the File > Backup and Copy menu, that does not affect investing accounts.

If you are referring to the Archive transactions function on an investing account's gear menu, that only affects closed positions, i.e. securities where you have sold all your shares.

wmckiernon

Thank you. That is exactly what I wanted to know. Very helpful