add cash balance to transaction history screen

Options
leonard kearney
leonard kearney Member ✭✭✭
edited October 2023 in Product Enhancements

would be very useful in finding issues with cash balances- i am having a boatload of these with Schwab transactions.

Tagged:
1
Up
1 votes

Reviewed · Last Updated

May already be offered, see Jim_Harmon and UKR's comments below.

Comments

  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    Options

    Are you referring to an investing account's Transaction List (register)? Cash Bal should be the rightmost column. Sometimes you need to scroll horizontally and/or make another column narrower to see it. If the Cash Bal column is not there, please post back for more info.

    There is no Cash Balance column in the Security Detail View because that includes transactions for multiple accounts and only the one security.

    QWin Premier subscription
  • UKR
    UKR SuperUser ✭✭✭✭✭
    Options

    If you're talking about a regular brokerage account (not a retirement account) and you have linked a cash/checking account to the investment register
    - the Cash balance disappears from the investment register
    - the linked cash/checking account has all the cash transactions now, together with the running cash balance
    - to reconcile, use the cash/checking account.

    see Edit Account Details / General tab / Show cash in a checking account

Categories