[moneydance] Transfer securities and maintain cost

Scott Kirkpatrick scott at NoOrdinaryRabbits.com
Sun Sep 9 21:09:01 EDT 2007


I checked the Forums and found something from back in 2006 but it
doesn't look like it answers what I need to do.

I have rolled over all my mutual funds from one account to another
account (Wachovia -> Fidelity) and Fidelity shows that the cost of the
mutual funds is the same as they were at Wachovia (so it isn't a sell
and a buy).  How do I accomplish this in MD without going through each
mutual fund and selling each transaction at the original price and
buying it at that price in the new account?


Scott



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