Hello I'm a recent user of Gnucash coming over from the Quicken world.
I would like to get some guidance on how to properly transfer a portion of a
mutual fund total units in account X into another mutual fund account Y. The
transferred units from account X are taken out on a FIFO basis and int
It seems this email request has gone sideways a bit.
The actual transactions are being handled by the financial institutions
accordingly and reported to me in statements. I fully believe their
accountants are following the proper Canadian financial security laws.
The crust of my request for assis
Hi. I've haven't finalized my method to accomplish the fund transfer at
cost, but it does involve selling the specified number of fund units, using
the lots utility and scrubbing. This will generate an orphan capital gain
which can then be used to calculate the cost basis for the specified units.
T
I also have asset accounts that tracked both personal and company pension
plans. These I have keep and am withdrawing from them and depositing those as
income into bank accounts. My personal pension plan is invested in mutual funds
and as such have dividends, etc. required to be tracked to keep
I'm currently running Gnucash 3.3 under Windows 10. Currently I would need
to do a large amount of manual entering/editing to record some investment
transactions I require. Are there any add-on modules available that
manipulate transactions and/or what programming language would be required
for my
