[GNC] Transferring portion of mutual fund account to another fund account

[Christopher Lam]

Feel free to experiment your transactions; I'd recommend doing a simplified
transfer on a simple data file first and testing the output.

Please test the portfolio and advanced portfolio reports because they may
not handle these types of transfers, and file bugs on bugzilla if the
reports produce undesirable output.

On Tue., 5 Feb. 2019, 08:37 Harry Foerster <hfoerster at shaw.ca wrote:

> 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 into
> account Y maintaining the cost basis. This transfer is not a sale and
> purchase and as such does not involve capital gains or losses.  I've looked
> at the concept of lots and scrubbing but I'm uncertain on how the transfer
> gets into the other account.
>
>
>
> Thanks
>
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