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pamma50
New Member

What is posted under investment sales? Is this where you would post mutual funds sold that are not from a retirement account?

 
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Ashby
New Member

What is posted under investment sales? Is this where you would post mutual funds sold that are not from a retirement account?

Yes, that's correct. If you need to post something as an investment sale, you would start under Income & Expenses and then the section I posted in the image below:

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Ashby
New Member

What is posted under investment sales? Is this where you would post mutual funds sold that are not from a retirement account?

Yes, that's correct. If you need to post something as an investment sale, you would start under Income & Expenses and then the section I posted in the image below:

View solution in original post

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