|
Posted by vcard on November 4, 2006, 8:12 pm
Please log in for more thread options
(Using Quicken XG 2006) I can do a transfer from chequing, which increases
balance of fund, then a purchase transaction is required in the fund to
reflect the asset acquired.
The same thing can be done in only one step by doing a BoughtX in the fund
account, and use the chequing account as the transfer-from account.
Hope this helps,
vcard
>I have an existing Investment Acct (mutual fund) and I want to add a cash
>contributions line to that particular account. I recently signed up to
>have a monthly EFT draw from my checking account to buy additional shares
>of this mutual fund, but have not been able to add a cash contributions
>line. If I transfer the EFT from my checking directly into the fund as a
>"transfer to xyz fund" it increases the balance of the fund by that amount,
>but does not reflect the number of additional shares bought or the price
>per share.
>
--
Posted via a free Usenet account from http://www.teranews.com
| 
Yahoo! 
Google 
Windows Live 
del.icio.us 
digg 
Netscape 
XML Sitemap