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Re: Cash balance on investment portfolio doesn't match register
if you walk back the As of date in time, you might learn something. Is the value constantly 33.23, or does it vary? Is there a relevant transaction on some date. Maybe delete and re-enter that transa…1 -
Re: What should be included in a Cash Flow or Income/Expense report
I agree with the prior 2 responses - the fees are expenses. Certainly at some level you should be prepared to track them as expenses in order to know how worth it the service is. I’ll suggest if you …1 -
Re: Average Annual Return (%) YTD not updating
it is probable that this early in the year, the AAR value extrapolates to too large a value to be relevant - something like an annualized 1000%. Give it a few more days.1 -
Re: dividends taxable and tax free (QWIN)
BUT, there's apparently a bug (I just now, when testing, ran across it also) that causes dividends in Tax-free accounts to be reported as taxable on some reports (not on Tax Schedule or Tax Summ…1 -
Re: How to change _IntInc to IntInc
I have been using categories with the underline (_IntInc _Div, etc) with accounts that are tax deferred and without the underline for taxable accounts or tax deferred accounts where I take the money …1
