Categorize BuyXfr and SellXfr records?
All of the records shown in the attached screenshot are of "BuyXfr" and "SellXfr" type (maybe also some "Buy" types). They are creating a balance in an unnamed category (the one Moneydance creates if you forget to add a category to a transaction). Is there any way for me to add a category to these records? When I look at them in the associated securities ledger, it won't let me pick a category. I don't like having anything in this catch-all, unnamed, category.
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empty_category.png 722 KB
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1 Posted by James Sumners on 24 Jan, 2025 02:49 PM
Is there anyone able to answer this question?
2 Posted by Stuart Beesley ... on 24 Jan, 2025 02:59 PM
You need to go to the investment account's investment register and then change the transfer/category in that screen