Change multiple transaction types

Options
Wens
Wens Member ✭✭
edited October 2023 in Product Enhancements

Every paycheck I get multiple transactions in my retire account that have type "buy". I would like to be able to select all those transactions and change them to "shares added" instead of changing them all one at a time. It looks like you can currently only change multiple transactions like that to "buy".

1
Up
1 votes

Reviewed · Last Updated

Comments

  • UKR
    UKR SuperUser ✭✭✭✭✭
    Options

    May I ask why you need to do that?
    Normally, the paycheck deposits cash into your 401k.
    A few days later, the investment company holding your 401k buys securities from the available cash.

    Changing a Buy transaction to an Add Shares would leave the cash amount as uninvested, thus incorrectly inflating your account's cash balance.

Categories