[moneydance] Merge two investment accounts

[Elana Shenton]

What you're going to have to do is 'sell' the shares, transfer the cash,
then 'buy' them again at the same value with no brokerage fees.

On 10/22/06, Marc Kaulisch <marc at kaulisch.de> wrote:
>
> Dear Edward,
>
> I can see your point. But in my case, first, I would only change the
> direction of the past investment transactions, meaning the source (bank
> account X) remains the same. It would be similar as to change the
> expensive account of certain transactions. Second, I cannot see an
> option in Moneydance to transfer the investments (transfer the number of
> shares from security Y to investment account Z). But maybe I am wrong.
>
> Best wishes,
>
>
> Marc
>
> Edward Reid schrieb:
> > At 09:34 10/20/06 +0200, Marc Kaulisch wrote:
> >
> >> how I can transfer the transaction history of one account to the other?
> >>
> >
> > I have to recommend that you think hard as to whether there's really a
> > reason to merge the account *history* as opposed to simply transferring
> the
> > *balance* from one account into the other (or both into a third
> account).
> > Merging the histories would create a fictional past, and I don't see any
> > benefit from that fiction.
> >
> > Remember that you can leave the closed account in MD forever, with a
> zero
> > balance. You can still report on it, search for transactions in it, etc.
> > The only sense in which it's "closed" in MD is the zero balance and the
> > lack of transactions after a certain date. And it represents your true
> > financial history. I have numerous accounts still in MD (converted from
> > Quicken) which have been dead for years in Real Life.
> >
> > Edward
> >
>
>
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-- 
Elana Shenton
Personal Blog:  http://www.clampcampus.com
Personal Finance Website:  http://www.moneystuffed.com