Deferred Sales Charge accounting
I am trying to apply a deferred sales charge to my Investment account which is removing shares to pay the cost. I do not see an Action which does this in the Register view. Any suggestions?
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1 Posted by Stuart Beesley ... on Jan 28, 2021 @ 10:21 PM
Isn’t that just a sellXfr to an expense category for your fees?
2 Posted by Stuart Beesley ... on Jan 28, 2021 @ 10:23 PM
Or poss a MiscExp (but I can’t remember if you can specify shares out on that txn)
3 Posted by michaelgiorgi60 on Jan 28, 2021 @ 10:27 PM
Misc Expense did not remove shares. I can try the SellXfr and adjust the
expense category. Thank you
Mike Giorgi
4 Posted by michaelgiorgi60 on Jan 28, 2021 @ 10:36 PM
Stuart
The SellXfr worked. Thank you very much.
Mike Giorgi
michaelgiorgi60 closed this discussion on Jan 28, 2021 @ 10:38 PM.