I am using Manager for a personal account and a Trust account.
I have managed to set up the Trust account so that it holds records of capital contributions by myself.
But recently, I transferred some shares in a publicly listed company into the name of the Trust.
Now I can’t figure out how to enter this transaction in Manager.
I set up an Inventory item for the stock – CBA – and there were 400 shares at a price of $125.38 each.
Does anyone know the correct procedure for this?
The file I’m working with is here:
https://andrewscottmusic.com/downloads/temp/Masterpiece-Music-Trust-30-Jun-2024.manager