-
Re: Trying to Verify my Understanding of Savings Goals
While the balance of the Vacation Account would show up to be less than the true bank balance, the funds are actually in the bank account even though I don't move the funds from the savings goal…1 -
Re: Do CDs count as cash when getting the allocation? If not how classified?
@Sherlock is commenting if you are treating the CD as a bought security. IF you are saying you have a bank account CD that you have relocated from the Checking or Savings section to Investing, then t…1 -
Re: Fund shares matched to wrong symbol. How do I fix it?
the "matched with an online security" box is grayed out, and there is no CUSIP. verify that the Security Type is set to Mutual Fund. If not change it to Mutual Fund and see if that then all…1 -
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
