Transfer not showing up in the receiving account
When I sell a security in an invest account and transfer the proceeds to another investment account the transfer is not showing up in the receiving account. I am choosing SellXfr for the action in the selling account. I know when I transfer from a checking account to another checking account the transaction appears in both accounts. Should't it work that way for investments or am I doing something wrong?
Thanks
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1 Posted by dwg on 06 Oct, 2018 08:48 PM
I'm a fellow user.
Yes I believe it should show up in the cash balance in the other account. Instead of a SellXfr try doing the transaction as a Sell then do a separate Xfr transaction and see if that works.
System closed this discussion on 05 Jan, 2019 08:50 PM.