Accounts

Discussion List

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  When I do an online account update - investment transactions are deleted from years ago

  Answered Closed cvfuchs 91 views 2 comments 0 points Most recent by cvfuchs December 2020Errors and Troubleshooting (Windows)
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  How do I synchronize Account Bar value for 401(k) plan to current Market Value in Holdings?

  Answered ✓ RBrunson 32 views 2 comments 0 points Most recent by RBrunson December 2020Registers & Transactions (Windows)
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  How do I split my datafile into two files?

  Answered raymorr2 414 views 9 comments 0 points Most recent by splasher December 2020Registers & Transactions (Windows)
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  Transfers between Chequing and Asset accounts on wrong side of ledger

  Answered ✓ Closed ssmill 41 views 3 comments 0 points Most recent by ssmill December 2020Errors and Troubleshooting (Windows)
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  Why not a Year End Roll Function for closed out Stock positions for Investment Accounts?

  Answered Reysanp 121 views 11 comments 0 points Most recent by q_lurker December 2020Investing (Windows)
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  Cannot split mortgage payment details

  Answered ✓ Closed Brian246 261 views 6 comments 0 points Most recent by Boatnmaniac December 2020Registers & Transactions (Windows)
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  Posting taxable vs non-taxable dividends

  Answered ✓ larryh4043 451 views 2 comments 0 points Most recent by q_lurker December 2020Investing (Windows)
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  Renewal Banner

  Answered ✓ Closed Cmath999 203 views 1 comment 2 points Most recent by jacobs December 2020Installing and Updating (Mac)
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  Show Total Portfolio Value (Including Contributions)

  Answered ✓ Closed jackhake 542 views 8 comments 0 points Most recent by jackhake December 2020Investing (Mac)
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  Exporting select accounts/data

  Closed diverscott 121 views 7 comments 0 points Most recent by splasher December 2020File Conversion and Backup (Windows)
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  Investment accounts always go out of balance

  skeleton567 14 views 0 comments 0 points Most recent by skeleton567 December 2020Investing (Windows)
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  Total Market Value off by 400%

  Roadrunner Pete 41 views 2 comments 0 points Most recent by Roadrunner Pete December 2020Investing (Windows)