-
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 -
Re: Fix ABLE account quarterly fees duplicate work
ABLE Accounts : An ABLE account, also known as a 529 ABLE or 529A account, is a state-run savings program for eligible people with disabilities in the United States. I think the two-transaction appro…1
