How do I update my other two files?
The upgrade went just fine for me this morning, at least as far as I can tell. I haven't really tried to use any of the new features yet but the old ones still seem to work. My question is about the "Investment Amount" column added to Investing transactions. I can't figure out what that's for. What does "so you can see the value of a Reinvested Dividend" mean? To me it's always been pretty clear what the value is, because I can see how many shares were purchased and what the cost was. What am I missing?
Received an update message this morning, but did not have time to install before running the morning's processing. Want to update now, but cannot find a link to 5.12.1. How do I get the update? Recurring transaction and payee improvements alone will make it worthwhile for us.
Robert Galley said:
Applied V5.12 today. I have 6 years of data and the file conversion completed in seconds. After pulling in my account transactions I walked thru new payee and reporting features: these will save me lots of time. Comparative reporting is very handy for research and budgeting: all results checked out and cross-footed. I appreciate the Adjust Account Balance feature not just for active accounts but for assets as they grow or decrease in value. Help access to new features and Release Notes minimizes tracking them down. Though I still have some outstanding issues I'm waiting on, this looked clean for me and with significant added value. Thank you!
I am excited for the update, but it seems there is a cashflow bug. After I updated, I noticed that my projected balance for my checking account drops substantially around the first of the year (Jan 2020). After some investigation, it appears that our two bi-weekly paychecks skip the first deposit in the new year. So it basically goes from December 20 to January 17, skipping January 3. I tried changing manually to another interval and then changing back but it still has the same error.
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