[moneydance] Converting Xfr to BuyXfr in investment account

Graham Borland graham at moonbog.net
Thu Jan 4 11:55:22 EST 2007


I can't work out how to convert transactions in an investment account 
from Xfr to BuyXfr.

Here's how I have it set up. I have a reminder transaction which 
transfers £100 each month from my bank account to the investment 
account. These show up in the investment account with type "Xfr". This 
is a pure stocks-and-shares account which has no cash balance, but it 
seems like a cash transfer is the only kind of transaction which can be 
used with Reminders.

Once or twice a year, when I get statements for the investment account, 
I need to convert these into BuyXfr transactions on the investment 
account side, so I can fill in the number of shares actually bought. (I 
have no way of knowing this at transfer time - only months later when 
the statements arrive.)

However, whenever I try to change the transaction type to BuyXfr, 
Moneydance won't accept it. It just keeps reverting to Xfr.

How can I best work around this? Up until now I've been having to 
manually re-enter each transaction as BuyXfr and then delete the 
original Xfr transaction.

-- 
Graham Borland
graham at moonbog.net


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