Assigning fee to transactions per FIN inst.

Posted by jo on July 17, 2009, 6:13 pm

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In the Account list, I see I can edit any investment account and enter
what looks like a per transaction fixed fee. I have that situation at
Smith Barney, but after entering the $6 and a few transactions, I
don't see this fee entering into the transaction anywhere. There is no
Misc Exp transaction generated or any other record of it. Have I
misunderstood the whole process?

jo

Posted by John Pollard on July 17, 2009, 8:10 pm

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jo wrote:

> In the Account list, I see I can edit any investment account and enter

> what looks like a per transaction fixed fee. I have that situation at

> Smith Barney, but after entering the $6 and a few transactions, I

> don't see this fee entering into the transaction anywhere. There is no

> Misc Exp transaction generated or any other record of it. Have I

> misunderstood the whole process?

I don't know what that option is intended for ... but I have never known
it to have any affect on Quicken transactions.

--

John Pollard