> Dr. Taxable Fund $80
> Dr. Exp:Tax $20
> Cr. IRA $100
>
> Could you describe in more detail what info you want to see? That is, are
> there certain totals or balances you want to track?
>
> What you are doing above can show you how much went from one accou
Sorry, my comment skipped over option 1. My point was, I think that was the
correct method:
Dr. Taxable Fund$80
Dr. Exp:Tax $20
Cr. IRA $100
Could you describe in more detail what info you want to see? That is, are there
certain totals or balances you
> I would use placeholder accounts under some sort of Assets:Investments top
> level structure to record funds whose tax treatments was different. You
> could use the description/memo fields to cross reference funds transferred
> between the different categories of investment as you suggest with
I’m sure there are various methods but you can change IRA distributions to be a
parent account. Then make the necessary sub-accounts for the various
distributions.
You can report on only the total distributions or the individual ones as needed.
You also don’t need to make a transaction include
I would use placeholder accounts under some sort of Assets:Investments top
level structure to record funds whose tax treatments was different. You
could use the description/memo fields to cross reference funds transferred
between the different categories of investment as you suggest with a
searcha
I would like to track IRA disbursements. (For those who don't know, an
Individual Retirement Account is a US category of retirement investments in
which taxes are not paid until the funds are withdrawn, i.e., "disbursed." In
our case and these are disbursements from an IRA mutual fund and will b
