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Can I delete a PORTFOLIO in Brokerage and then let it rebuild from the Transactions

The transactions are all correct but the Portfolio contains an Entry entitled "Cash" that is
not supported by any transactions.

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Answers

  • mrb722
    mrb722 Member
    Following your advice, I found a Buy entry 8 years ago in the exact amount that triggered the erroneous balance thru today. I deleted the entry and just like magic the erroneous line in the portfolio disappeared and it now agrees with the brokers statement. I thank you for your help
    Mel in Oregon
  • John_in_NC
    John_in_NC SuperUser, Mac Beta Beta
    Thanks for reporting back that you got it working! :-)
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