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Re: Cash Transfer between IRA Accounts
If all securities and cash are transferring to the new IRA, I would be inclined to just rename the old IRA account to the new IRA account name and enter a reminder transaction in the account with the…1 -
Re: ESPP Rollover - Categorizing negative amount
I use the latter - add the ESPP residual or rollover to the income section of the paycheck wizard using the ESPP acumlation account as the category so the residual decrements from the accumulation ac…1 -
Re: Tracking Computershare Accounts
Couldn’t you create a Portfolio view that lists the Computer Share accounts?2 -
Re: Adding Employer 401K Contributions
I use a cash type account to record notes for events or transactions that do not belong to a real world account. For your 401(k) case, you can make the payee and category something like 401(k) Contri…1 -
Re: Memorized payee changes every month, so it's useless
Assuming you are downloading transactions from your financial institution, you can set up a Renaming Rule to change the payee from “CITY OF MIAMI mm-dd-yyyy followed by other numbers” to “CITY OF MIA…1
