Recording general expenses in investment account
How do I record a general expense in an investment account that is not associated with any securities? An example would be an remittance fee for inward or outward overseas money transfers?
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1 Posted by Stuart Beesley ... on 29 Oct, 2020 08:27 AM
Just do an Xfr transaction in the investment account to/from the fee category you want. Just check the balance afterwards to make sure you have the +\- sign correct. Easy! Took me years to realise I could do this...
2 Posted by dwg on 29 Oct, 2020 08:28 AM
I'm a fellow user.
I would try switching to the Bank register - Bank register button at the top of the transaction register - and enter the transaction using this register.
3 Posted by dwg on 29 Oct, 2020 08:33 AM
In case you are confused the method Stuart outlines and the one I outlined achieve the same result, they are just different ways of entering the transaction.
4 Posted by netwlim on 29 Oct, 2020 12:22 PM
Thank you. I am also curious why the transactions in the investment register is not displayed in the order it was entered. Registry is sorted by date from earliest to latest, but when I enter a new transaction, it does not always go to the bottom of the register. Sometimes it will be one or two entries above.
5 Posted by derekkent23 on 29 Oct, 2020 01:56 PM
I am not support staff, just a user.
Hi netwlim
In an Investment account, Register tab highlight a transaction, right click and under Sort By make a selection.
Note than works for Bank, Credit Card type, etc accounts.
Hope this helps
6 Posted by netwlim on 29 Oct, 2020 09:06 PM
Sent from my iPhone
System closed this discussion on 28 Jan, 2021 09:10 PM.