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Investment Transaction action items

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stephencday

Dec 22, 2020 @ 07:14 PM

Hello-
When I enter a new Investment transaction the second column (Action) defaults to Xfr (the last option in the drop down list. Most of my transactions are Buy, Sell or DivReinvest. Is there a way to change the default action to something other than Xfr?
Thanks
Stephen

1. 1 Posted by dwg on Dec 22, 2020 @ 07:54 PM

   

   I'm a fellow user.

   XFR is the default action, it is the only action that will always be available in any Investment Account. I have not seen a way to change it.

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2. 2 Posted by stephencday on Dec 22, 2020 @ 08:04 PM

   

   Thanks

   Stephen C Day

   [email blocked] (mailto:[email blocked])

   (505) 898-5026 (tel:(505)%20898-5026)

   (505) 221-9649 (tel:(505)%20221-9649)

   104 Skylark Lane

   P.O. Box 2226

   Corrales, New Mexico

   87048

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3. System closed this discussion on Mar 23, 2021 @ 08:10 PM.