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Re: My roth conversions are not showing up in Tax Schedule report
@"Rocket J Squirrel" - I changed my ContribX transactions in the Roth to Deposit, and now the amounts do show up in the YTD Transactions list of the tax planner. So that's an improveme…1 -
2 longstanding issues with reports: printing and exporting to Excel
Screenshot # 1 (image.png) is a sample of what I hate about exporting reports to Excel. I need my split information - that's why I bothered to enter it - but when I send my report to Excel, it i…1 -
Re: Money Market performance
Thanks everyone. I always forget about the existence of the Portfolio View. That helps. And I use the reports a lot, so I'll check that suggestion out, too. Appreciate it!1 -
Re: Can I have all NEW transactions come in as Uncleared and Unaccepted?
I haven't had a chance to go thru Natalie's response yet, but NotACPA, this makes sense. I'll change my way of thinking about it, in trying out the web version.1
