[GNC] Tutorial for moving stock between accounts?

David Carlson david.carlson.417 at gmail.com
Mon Dec 31 23:00:41 EST 2018


Now David Cousens, you are confusing me.  If you are referring to
re-writing the original purchase transaction to correct an error, and the
cash that is also transferred in that transaction is also corrected to the
new brokerage account, then I agree with you.

If, however, this is a new transaction representing a transfer of existing
stock 'in kind' or some other asset which is not really sold, such as an
antique or art work, then it would be necessary to figure out the value
that the asset had in the source account and to also transfer that value to
the new account along with the asset.  That transaction pair would be
similar to a sale out of the source account and a purchase in the
destination account.  Again, there is an assumption that the same currency
is used throughout.

David C[arlson]

On Mon, Dec 31, 2018 at 8:30 PM David Cousens <davidcousens at bigpond.com>
wrote:

> Jon,
>
> Sorry for the overkill Jon.
> In that case it is fairly simple. If you open the transaction in the
> account
> register they are in then edit the account entry split which debits them to
> that account and just select the new account you want to move them to in
> the
> drop down list. If you click on another transaction you will then get a
> dialog asking whether you want to confirm the changes. This will remove the
> transaction from that register. If you then open the new account  register
> you should see the transaction in the register for the new account.
>
> David
>
>
>
> -----
> David Cousens
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