IRA with holdings in cash
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.
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1 Posted by Tom Freeman on 09 Nov, 2015 04:15 PM
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
System closed this discussion on 19 Mar, 2016 05:02 AM.