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

Re: Exchange Investments by Cal

Cal
Tue Feb 14 00:06:35 CST 2006

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

>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.