IRA with holdings in cash

Jennifer Stanovich's Avatar

Jennifer Stanovich

08 Nov, 2015 01:09 AM

I have an IRA with all the holdings in cash. How do I enter this into my investments? There are no shares purchased, so the value shoes zero, though the cost basis shows what I invested.

  1. 1 Posted by Tom Freeman on 09 Nov, 2015 04:15 PM

    Tom Freeman's Avatar

    You would create an investment account named IRA. To populate the cash balance, when setting up the account, put your current cash holding in the initial balance field in the account set up window.

    After this you would just use a xfer action to move further cash into the account.

    Tom Freeman
    Infinite Kind Support

  2. System closed this discussion on 19 Mar, 2016 05:02 AM.

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