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Old 02-14-2006, 05:06 AM
Cal Learner-- MVP
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Default Re: Exchange Investments

In microsoft.public.money, Dana Van Tassel wrote:

- quote -

> I am using Money 2006 Deluxe and want to know how to exchange investments
> within an IRA account. I could record a sell then a buy I guess but my bank
> facilitates "exchanges" where I can exchange funds between investments. What
> is the proper way to record this transaction?


Do a Buy and a Sell.

Even if it is not an IRA, you would do a buy and a sell.
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Old 02-14-2006, 05:01 AM
Dana Van Tassel
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Default Exchange Investments

I am using Money 2006 Deluxe and want to know how to exchange investments
within an IRA account. I could record a sell then a buy I guess but my bank
facilitates "exchanges" where I can exchange funds between investments. What
is the proper way to record this transaction?

Thanks


 

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exchange, investments
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