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Re: Security Name Omitted from DivX Transaction
Reading between the lines, I suspect you have a brokerage (investment) account with a linked cash account. When you enter the dividend received in the brokerage account with the security name filled…-1 -
Re: I cannot recategorize or retag transactions from report
I cannot tell from the screenshot what type of account these transactions are in. Nor do the existing categories show which makes diagnosis more difficult. Investment accounts have limitations as to …-1 -
Re: certificate of deposit
You can use an Add Shares transaction instead of the Buy. I would do it valued at $1 per share.-1 -
Re: Cannot get individual transaction $$ amounts to show up in report.
I suspect you had been working with the “Itemized Categories” report. There is a button near the top to Show Transaction Detail.-1 -
Re: Change view of accounts from quadrant view to register view. [Simple vs Complete]
Edit your account details. Change the Tracking setting from Simple to Complete. If desired, edit your Preferences for Investments to not allow Simple Investing.-1
