- In the Downloaded Transactions list, accept the new cash transaction.
- Then, in the Add New Cash Transaction dialog, select one of the following:
- Select Create a transfer from another account to identify the transaction as a transfer from another account. Select an account from the drop-down list.
- Select Assign an income or expense category to identify the transaction as income or expense.
- Select Neither to identify the transaction as a transfer from within this account. No cash balances will be changed.
- Click OK.
Notes
If one of your holdings has recently initiated a corporate spin-off, this cash transaction may have come from the spin-off. If you think this case might apply, read the Corporate Securities Spin-Off topic before accepting the new cash transaction.
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