[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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