Investment Account Fees

hav1027's Avatar

hav1027

03 Jul, 2024 07:04 PM

Hi you helped in the past with my mortgage acct issue, thanks. Now I have
another question.

I am trying to figure out how to correctly show the sale of shares that the
cash then goes to the fees.

I have tried these Sellxfr but that does not allow me to enter the Fee
Category, it does let me enter a transfer to the fee. This seems wrong, but
it does keep bal correct. However I would like to find the correct
solution.

I have not found any solution that allows me to use the Fee Category.

Any suggestions would be appreciated. I am still new to money dance after
20 years plus of Quicken and I am very happy with the product.

Thanks

Heather

  1. System closed this discussion on 02 Oct, 2024 07:10 PM.

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