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Re: How to correctly record Pfizer acquisition of Seagen for cash
If this is a pure cash deal then it should be recorded as a simple sale of stock. Did you in fact get cash into the Account at $229 per share? What financial institution holds this account, and can y…1 -
Re: Cannot get Itemized Categories Report to show dollar for each transaction. Help?
Are you saying that when you click the plus (+) sign next to a Category you get the full display: but there's no dollar amounts shown under "Amount", or is the "Amount" colum…1 -
Re: Cleared transactions showing as not cleared
Put an "R" in there.1 -
Re: Cash balances in investments
Probably the best guideline here is to follow what's happening out there in the real world. If the Financial Institution works in that fashion - securities in one account, cash kept in a differe…1 -
Re: Mutual Fund Converted to ETF
Typically these conversions are tax free, which means your basis and holding period carry over to the new security. I that's the case here then a Sell and Buy is exactly the wrong way to do this…1