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Gilles Laplante's Avatar

Gilles Laplante

22 Jan, 2023 09:37 PM

Comment ventiler une vente-transfert

  1. 1 Posted by dwg on 22 Jan, 2023 09:56 PM

    dwg's Avatar

    A transfer sale sounds like selling some securities and transferring funds elsewhere which is a SellXFR action type in the Investment account.

    If you mean something else please elaborate.

  2. 2 Posted by Gilles Laplante on 23 Jan, 2023 08:29 PM

    Gilles Laplante's Avatar

    Hello

    In fact, I would like to be able to break down the results of a sale transaction into several accounts.

    Example:

    I sell 7 shares for a total of $150

    In the same transaction, I would like to break down the amounts as follows:

    Bank: $80
    Federal tax: $35
    Provincial tax: $25
    Health insurance: $10

    All in one transaction, repeated every month

    Thank you for your cooperation

    Gilles Laplante
    [email blocked]
    F219224340-FD87C183

  3. 3 Posted by dwg on 23 Jan, 2023 09:40 PM

    dwg's Avatar

    You could not do it in one transaction.

    A security sell transaction is quite different from a bank funds distribution type transaction. A sale transactions just does that, you can combine it with moving the proceeds of the sale to another account in the one transaction but that is the limit.

    In the real world this would have to be at least two if not multiple transactions, in Moneydance it can be done in two transactions just not in one.

  4. 4 Posted by Gilles Laplante on 24 Jan, 2023 04:00 PM

    Gilles Laplante's Avatar

    Hello
    Thank you for your quick response.

    So I will continue as before

    By the way, would it be possible to add without the following options:

    Incomes : last year.
    and
    Expenses last year
     instead of last 365 days

    Thanks again.

    G.L.

  5. 5 Posted by dwg on 24 Jan, 2023 09:33 PM

    dwg's Avatar

    There are last year options in the Income and Expense reports, you have not told us what the screen shot relates to

  6. 6 Posted by Gilles Laplante on 24 Jan, 2023 11:53 PM

    Gilles Laplante's Avatar

    It is the upper right side in the french version, below the horizontal « thermometer »

    G.L.

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