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06 Aug, 2018 05:59 PM
I have several investments where I transferred from one broker to another and I transfer the lot details for that investment.
I use the Tax Date to record the actual date of purchase and the Date as the date of the transfer. I have moved from Quicken and imported several such moves. It is possible for the register to be sort by Tax Date within Date?
Because of the import when I matches lots with Quicken the Tax Dates became scrambled within Date making harder to tell if I have all the positions recorded correctly.
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