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| In microsoft.public.money, kjd wrote: - quote - > There are times when an investment must be moved to a new account.
What, maybe 10 minutes to move 40 transactions is too tedious?> Currently, if the user wants to maintain the transaction information, he must > move each transaction individually. When there are a large number of > transactions, this is especially tedious and prone to error. Microsoft > should re-introduce the option of moving entire investments between accounts. > This might be done either by a "drag and drop" or an investment action of > moving "FROM" one account "TO" another. There is the TransferOut to move entire investments between accounts in one operation. While it has downsides, the downsides don't include messing up your taxes. If you prefer to move the transactions themselves, it is not that hard if you don't make it criterion that you don't want to do that. And what is this "re-introduce" thing you are talking about? |
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| There are times when an investment must be moved to a new account. Currently, if the user wants to maintain the transaction information, he must move each transaction individually. When there are a large number of transactions, this is especially tedious and prone to error. Microsoft should re-introduce the option of moving entire investments between accounts. This might be done either by a "drag and drop" or an investment action of moving "FROM" one account "TO" another. ---------------- This post is a suggestion for Microsoft, and Microsoft responds to the suggestions with the most votes. To vote for this suggestion, click the "I Agree" button in the message pane. If you do not see the button, follow this link to open the suggestion in the Microsoft Web-based Newsreader and then click "I Agree" in the message pane. http://www.microsoft.com/communities...t.public.money |
| Tags |
| account, investment, moving |
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