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How to create a report, export (Excel & PDF), save & repeat later
I'm almost 83 years old. In preparation for the inevitable, I would like to leave a 'financial paper trail' for my daughter & granddaughter who will be the only heirs. I'm still using (plain vani…1 -
Re: How to create a report, export (Excel & PDF), save & repeat later
Thanks, Sherlock, for your reply. In the past few years I was the executor of my son's estate, which was not complicated. His mutual funds were easiest of all to settle. Vanguard distributed funds ac…2