Cash Acct/Investments

I have an existing Investment Acct (mutual fund) and I want to add a cash contributions line to that particular account. I recently signed up to have a monthly EFT draw from my checking account to buy additional shares of this mutual fund, but have not been able to add a cash contributions line. If I transfer the EFT from my checking directly into the fund as a "transfer to xyz fund" it increases the balance of the fund by that amount, but does not reflect the number of additional shares bought or the price per share.

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stevev
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(Using Quicken XG 2006) I can do a transfer from chequing, which increases balance of fund, then a purchase transaction is required in the fund to reflect the asset acquired. The same thing can be done in only one step by doing a BoughtX in the fund account, and use the chequing account as the transfer-from account.

Hope this helps, vcard

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vcard

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