[GNC] Please suggest approach to track a category of disbursements

[David Cousens]

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
searchable keyword.  Using an intermediate account really doesn't add
anything unless the taxation on exit status could be maintained for those
funds on reinvestment. A transaction report where you specify the
placeholder and subaccounts for your IRA accounts in the Accounts tab and
also specify displaying the transfer account, sorted on transfer account,
date etc should give you a record of the transactions to and from the IRA
fund account(s). It can be saved as a custom  user report for reuse and
exported and modified further as required.

David Cousens



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David Cousens
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