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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 -
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
