I want to record rebalancing sell/buy transactions, which are really just fund-fund transfers, separately from actual withdrawals when I take an RMD out of the portfolio entirely and move it to my bank. Right now, I'm calling everything individual sells and buys, and my portfolio perf report shows contributions, withdrawals, and with-distribtions, but it does not distinguish fund-fund xfrs from actual withdrawals of $ from a fund.
How can I do that? I thought I understood using transfer in/transfer out, but when I did one test, swapping that for the sell/buy I had entered first, the portfolio perf report didn't make sense to me.
I know that either way affects how the pgm tracks tax basis and gains, and I'm not using the program for that purpose so that effect isn't important to me. I just want the perf report for a time period to show me the actual amounts I've pulled out and moved to my bank, separately in some way from rebalancing fund-fund transactions.