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Re: How to link a checking account to an investment account
Is there a way to either transfer transactions from one account to another, or to merge two checking accounts? If so, that would let me combine the old RJA checking account transactions with this new…1 -
Re: How to Record the Veralto Corp spinoff from Danaher Corporation
1: To overcome the "Security Name already in use, please enter a new name." issue, you can either: Spinoff as a different company (Veralto-2) and then edit the transactions as might be pref…4 -
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
