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Selecting "Don't Show Reminders" for a cash bank account correctly displays the actual balance (including future transactions that have already been recorded) in both the register and in the account list on the left.
But for Investment accounts, when a transaction has been recorded in the future, the correct balance does NOT show in the account list on the left or as the correct Market Value, even though the balance displays properly in the register next to the number of items.
As you can see in the first attached image, the register for "Cash Balance Plan" shows a balance of $7,625.00 next to "items," but the account list on the left and Market Value both show $0. Whereas in the second attached image, Citibank Joint shows the same balance in the register and in the account list. Both accounts are set to "Don't Show Reminders" to avoid unrecorded scheduled transactions from messing up the balance total, but still allow recorded future transactions to be included in the total.
One other strange thing I noticed in the Cash Balance Plan account register (with only one transaction) was that the green line separating future transactions from prior ones is in the wrong place (after 1/31 instead of before, since this screen capture was taken on 1/30). Not sure what's going on there; perhaps it's confused because there's only one transaction, and that one transaction is in the future?
CTP-1760 |