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Re: Add a semi-automated way to clean-up/remove older data [Edited]
You can already close accounts that you are no longer using or are closed in real life. If you close an account, the account is still present in your data file and its transactions are still availabl…1 -
Re: Banking summary by quarter a bit wonky in R60.14!
I see the same in R60.14. For reference, here are the steps to reproduce: Open the Banking > Banking Summary report. Click on the gear to customize and on the Display tab, next to Row, select Acco…1 -
Re: Investment Performance Report Overall Total Erroneous Calculations
I made a very simple test file with one investing account, one security, and one withdrawal during the year. About half of the account is in cash. Here is the account transaction list. Here are two c…1 -
Re: Investment Performance Report Overall Total Erroneous Calculations
I experimented with the Investment Performance Report by looking at one account that has a few trades plus withdrawals, dividends received in cash, and reinvested dividends. You can see more of what …1 -
Re: Brokerage Account - allow user to LIMIT which Securities Available for each Account
Where exactly are you seeing the truncated security name? When entering transactions, the names are preceded by the ticker symbol, so if you know that, it is easy to select the security you want. You…1
