-
Re: Stock split changes original share count under Holdings
When you click on Holdings then click on the + sign next to a security, it shows the tax lots you currently hold. What you show appears to be correct: you transferred one lot of 238 shares on 12/28/2…2 -
Re: Add a semi-automated way to clean-up/remove older data [Edited]
If you really want to get rid of the old transactions from you working data file, you can go to File > Copy or Backup file and select the Year end archive option. This will move old reconciled ban…1 -
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
