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Re: Fund shares matched to wrong symbol. How do I fix it?
Presumably, you at one time owned PRZIX but do not now own shares. Correct? In that case, I suggest editing that security and unchecking the "Matched with online" box. Do similarly for the …2 -
Re: Total cost basis different from the sum of cost bases of individual lots
The next two steps I would take: From the account transaction list, Ctrl-z to recalculate the register, and Change the As of date for the view you snipped to find a time when the total did agree. Inv…2 -
Re: Limits on the number of securities
I’d stick with what you have. There has always been vagueness to that limit and I don’t believe it applies to the subscription version.1 -
Re: Would you add the "Online Balance" field to the "Account List" report?
@TomTom. Unfortunate that idea has not gathered more votes. Very reasonable idea either as adjunct the account list, to Account Balances Report, or as a new report.1 -
Re: Can I redo 4 months of Reconciliation with the 1st month being in the previous year?
I have the 2010 Version Not a particular problem, but you might look into upping to the 2013 version. No version has ever offered a direct 'redo' of past reconciliations. I moved an entry b…1
