Categorize BuyXfr and SellXfr records?

James Sumners's Avatar

James Sumners

03 Jan, 2025 06:23 PM

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.

  1. 1 Posted by James Sumners on 24 Jan, 2025 02:49 PM

    James Sumners's Avatar

    Is there anyone able to answer this question?

  2. 2 Posted by Stuart Beesley ... on 24 Jan, 2025 02:59 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    You need to go to the investment account's investment register and then change the transfer/category in that screen

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