Home Dashboard Portfolio

Options
ap@
ap@ Member ✭✭
edited October 2023 in Reports (Windows)

The Home:Dashboard excludes closed accounts. This provides a false graph because now the historical data is missing. How can the user include closed accounts in the portfolio trend?

Tagged:

Comments

  • ap@
    ap@ Member ✭✭
    Options

    Note: assets and liability don't go away when you close an account. They are still a part of the user's financial history.

This discussion has been closed.

Categories