Home & Business 2018

MarkR
MarkR Member Posts: 32 Reckoner Reckoner
edited October 2024 in Personal Plus and Home & Business

Comments

  • Jiney
    Jiney Member Posts: 7 Novice Member Novice Member
    edited September 2018
    Can't say why it is incorrect. However, to fix it, why not go to Transaction List, Enter Transactions, scroll down to Cash transferred into account and complete. Hopefully, it will fix it.
  • MarkR
    MarkR Member Posts: 32 Reckoner Reckoner
    edited May 2020
    Thanks for the reply Jiney. The problem is that I have a current value in the report for a share I no longer have. It is not in my portfolio view and this is correct. Taking money in or out of the account changes the balance of the account but not the value of the share holding in the report. What I need to trace is where the value in the report came from.
  • Unknown
    Unknown
    edited September 2018
    This content has been removed.
  • Robyn Kelly (Partner)
    Robyn Kelly (Partner) Accredited Partner Posts: 498 Accredited Partner Accredited Partner
    edited September 2019
This discussion has been closed.

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