how to enter a transfer from one stock to another
When I readjust my stocks it gets categorized as a transfer from one stock to another. How do I annotate this in MoneyDance?
Screenshot_18-12-2024_153715_portal.standard.com.jpeg
Comments are currently closed for this discussion. You can start a new one.
Keyboard shortcuts
Generic
| ? | Show this help |
|---|---|
| ESC | Blurs the current field |
Comment Form
| r | Focus the comment reply box |
|---|---|
| ^ + ↩ | Submit the comment |
You can use Command ⌘ instead of Control ^ on Mac
1 Posted by dwg on 18 Dec, 2024 10:10 PM
It looks like you sold units in one fund then used the monies received to buy units in two other funds. So the transactions are a sell transaction and two buy transactions.
So in my view calling it a "transfer" is just wrong, in the real world it cannot be done like that.
The first two transactions should say a type of Buy and the last a type of Sell.
System closed this discussion on 19 Mar, 2025 10:10 PM.