[moneydance] Converting Xfr to BuyXfr in investment account

[Jill Lundquist]

When I do this kind of thing I download transactions from my
brokerage, and the downloaded transactions include a Buy that debits
the cash balance and shows the purchase of the right number of shares.

It sounds like you're adding the transactions manually from the
statement; you could leave the Xfr in place and add a Buy to show how
the cash was turned into shares.

I agree that it would be more satisfying to do it in one BuyXfr
transaction than two transactions, one Xfr and one Buy.

          Jill

On 1/4/07, Graham Borland <graham at moonbog.net> wrote:
> 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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