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Re: How to transfer investments from one account to another? (edit)
Use the Shares Transferred function from the Enter transactions button in the Business account.1 -
Re: How to transfer investments from one account to another? (edit)
Two more points: Backup First, and That assumes the basis and acquisition dates also transfer as the shares transfer from Business to Trust. I am not tax-savvy enough to know if that is correct or no…1 -
Re: How can I assign split categories to multiply downloaded SS income transactions? (edit)
Your best path in my opinion is to: Memorize the transaction the way you need it. Enter that memorized transaction monthly as needed. Should only require a date adjustment each time. Delete the downl…1 -
Re: How can I assign split categories to multiply downloaded SS income transactions? (edit)
No way I know of to edit in split categorization. The other reason for the memorized version is to use it as an auto entered transaction going forward. Otherwise it just becomes a recurring issue.1 -
Re: Security Prices - Issue with yesterday's closing prices changing to today's price for all holdings
So, in response to this discussion, I have now poked at the details for some of my ETF with varied results. I do not categorically follow a pattern of days I update quotes or download from FIs. These…1
