[moneydance] Converting Xfr to BuyXfr in investment account

[Sean Reilly]

When is MD reverting to Xfr from BuyXfr?  Is it when you record the
transaction, or will it simply not let you select the BuyXfr from the action
popup?  I just tried changing a Xfr transaction to a BuyXfr and it worked
for me, but it wasn't using a reminder.

Thanks,
Sean

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.
>
>