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

wmckiernon
wmckiernon Member ✭✭
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?

Best Answer

  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    Answer ✓
    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.
    QWin Premier subscription

Answers

  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    Answer ✓
    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.
    QWin Premier subscription
  • wmckiernon
    wmckiernon Member ✭✭
    Thank you. That is exactly what I wanted to know. Very helpful
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