tag:infinitekind.tenderapp.com,2009-01-14:/discussions/investments/155-copy-and-paste-transaction-editInfinite Kind: Discussion 2018-10-18T14:03:02Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/369715222015-05-28T17:08:06Z2015-05-28T17:08:06ZCopy and paste transaction & edit<div><p>Hi JL</p>
<p>You can right click on a transaction and select the option
"Duplicate Transaction" from the popup menu.</p>
<p>Ben Spencer<br>
Infinite Kind Support</p></div>Ben Spencertag:infinitekind.tenderapp.com,2009-01-14:Comment/369715222015-05-28T18:01:51Z2015-05-28T18:16:33ZCopy and paste transaction & edit<div><p>JL,</p>
<p>One may also setup investment transaction reminders; (like if
you always have quarterly dividends incoming)</p>
<p>One drawback to this type of transaction entry is if you also
download brokerage activity into the account; one cannot
<em>merge</em> downloaded transactions with existing register
transactions like one can with bank and credit card accounts. So
one has to cleanup investment activity in such a situation.</p>
<p>Thought you might like to know. (g)</p>
<p>Jerry</p></div>Gerald Achortag:infinitekind.tenderapp.com,2009-01-14:Comment/369715222015-05-28T18:11:41Z2015-05-28T18:11:41ZCopy and paste transaction & edit<div><p>Thanks.<br>
I am try to fix an import file from Quicken that is missing a
transaction.</p>
<p>I was able to to do a copy and paste but I can not edit the
transaction.</p>
<p>If I manually fix it (add) the transaction posts the ReinvDiv
and adds<br>
that amount in the account balance column.<br>
Thus gives account the balance.</p></div>JLtag:infinitekind.tenderapp.com,2009-01-14:Comment/369715222015-05-28T18:52:50Z2015-05-28T18:52:50ZCopy and paste transaction & edit<div><p>JL</p>
<p>To edit a transaction all you need to do is double click on it.
Is that not working for you?</p>
<p>Ben Spencer<br>
Infinite Kind Support</p></div>Ben Spencertag:infinitekind.tenderapp.com,2009-01-14:Comment/369715222015-05-28T18:58:55Z2015-05-28T18:58:55ZCopy and paste transaction & edit<div><p>If I do a Duplicate transaction I can change the date but I can
not<br>
change number of shares or price per share.</p></div>JLtag:infinitekind.tenderapp.com,2009-01-14:Comment/369715222015-05-28T19:05:09Z2015-05-28T19:05:09ZCopy and paste transaction & edit<div><p>Additional info.<br>
When it was added it adds to the account balance and it should
not.<br>
That is if it can do this.</p>
<p>The transaction is a Dividend - ReinvDiv - Dividend Income</p></div>JLtag:infinitekind.tenderapp.com,2009-01-14:Comment/369715222015-05-28T19:29:57Z2015-05-28T19:29:57ZCopy and paste transaction & edit<div><p>Depending on the transaction type different fields are enabled
or disabled. Can you tell me the exact type of the transaction. Is
is a "Div" or a "DivReinviest". This is in the action field for the
transaction.</p>
<p>Ben Spencer<br>
Infinite Kind Support</p></div>Ben Spencertag:infinitekind.tenderapp.com,2009-01-14:Comment/369715222015-05-28T19:45:20Z2015-05-28T19:45:20ZCopy and paste transaction & edit<div><p>I hope this example (picture) helps.<br>
This is how it came over during the conversion.</p>
<p>I was missing one (some how) and have to or want to duplicate it
without it adding to the cash balance.</p></div>JLtag:infinitekind.tenderapp.com,2009-01-14:Comment/369715222015-05-28T19:57:03Z2015-05-28T19:57:03ZCopy and paste transaction & edit<div><p>I understand that you imported this transaction from a QIF file.
Is that correct.</p>
<p>It looks like the transaction was not correctly encoded in the
QIF file. I suggest deleting it and reentering it as a transaction
of type "DivReinviest". A transaction of type "DivReinviest" will
let you change the number of shares and price fields.</p>
<p>Ben Spencer<br>
Infinite Kind Support</p></div>Ben Spencertag:infinitekind.tenderapp.com,2009-01-14:Comment/369715222015-05-28T20:07:23Z2015-05-28T20:07:23ZCopy and paste transaction & edit<div><p>Yes it was a QIF from Quicken.<br>
Great that worked.<br>
Thanks</p>
<p>One more question for now<br>
I notice that there is a clear circle (dot) next to "C" column.<br>
What is that?<br>
How do I clear it?</p></div>JLtag:infinitekind.tenderapp.com,2009-01-14:Comment/369715222015-05-28T21:57:22Z2015-05-28T22:04:58ZCopy and paste transaction & edit<div><p>JL,</p>
<p>That <em>green</em> circle (dot) means that the transaction has
been cleared and reconciled; probably in Quicken.</p>
<p>If you need to get rid of it, edit the transition again, and
click on the green circle in the <em>C</em> Column. click on the
<em>Unclear</em> Line in the dropdown menu. Save the
transaction.</p>
<p>Oh, the clear (blue) circle next to the <em>C</em> Column means
that the transaction was downloaded from the brokerage site, and
confirmed. You cannot get rid of it; at least, I have not found a
way.</p>
<p>Jerry</p></div>Gerald Achortag:infinitekind.tenderapp.com,2009-01-14:Comment/369715222015-05-28T22:11:45Z2015-05-28T22:11:45ZCopy and paste transaction & edit<div><p>OK<br>
Great<br>
Thanks.</p></div>JLtag:infinitekind.tenderapp.com,2009-01-14:Comment/369715222015-05-28T23:43:11Z2015-05-28T23:43:11ZCopy and paste transaction & edit<div><p>You are welcome. I (and Ben) wish you <strong>great</strong>
success with MD.</p>
<p>Jerry</p></div>Gerald Achor