I’m currently tracking some of my investments via @brucanna’s inventory method, and some by just keeping track of the balance of the accounts (I wanted to try each workflow while giving Manager a shakedown tour). I’m considering moving all of my investment tracking to the inventory method (although I guess with an Investments tab coming soon, maybe this is unnecessary work). But it still sparked this thought:
Given that i have my books accurate, I’m loathe to start moving things around piecemeal. Is there any reasonable way to:
(1) Set up the investment account inventory items in a completely separate Manager file (it’s basically a single account and its associated equiities), and then
(2) Migrate them to my real manager file in one go? (Doing something like “copy/pasting through Excel” would be a fine solution, if that works.)