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What happened to asset allocation targets?
Just downloaded R30.10 There are a lot of new bells and whistles on asset class, but it also stripped off all my old target percentages. Any way to recover those? They also removed the very helpful s…1 -
Bond Maturity date report showing security twice
In 2017 I moved some bonds from a traditional IRA to a Roth IRA. I used the transaction to remove/add securities without affecting cash balance. SInce then the bonds show up twice on the CD/Bond matu…2