Tom:
On 2024-01-29 12:34, Tom Balazs wrote:
I want to add accounts to my chart of accounts.
I need to add a Rollover IRA (which is a cash account).
And I need to add a Trust, which is a brokerage account (the financial
institution calls it a Resource Management Account)
On the institution's
I want to add accounts to my chart of accounts.
I need to add a Rollover IRA (which is a cash account).
And I need to add a Trust, which is a brokerage account (the financial
institution calls it a Resource Management Account)
On the institution's website I can see that it contains mutual funds,
