portfolio not updating after new transactions

ian.woollard
ian.woollard Member Posts: 10 ✭
edited March 2019 in Personal Plus and Home & Business
38 share portfolio not updating transactions using accounts personal plus 2017, with windows 10 and google chrome

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  • ian.woollard
    ian.woollard Member Posts: 10 ✭
    edited March 2019
    Thanks David
    it isr ely weird.
    I had 4 new transactions in february that recorded in transactions, but not in portfolio.
    march transactions all recorded in portfolio.
    So I changed the company code from TNE to TNE 1 and same for other shares and they all  recorded in portfolio as well as transactions..
    I had cancelled the transactions several times and re-entered them , but still nothing in portfolio til I changed their codes- no longer able to use auto update though, but I gave that away as not worth paying $129 for updating auto.
    cheers
    ian
  • ian.woollard
    ian.woollard Member Posts: 10 ✭
    edited March 2019
    no and not sure what it means- but It does balance now with commsec totals.
    the trouble is portfolio doesn't recognize TNE, GMG< SSM only as TNE1 GMG1 SSM1
  • ian.woollard
    ian.woollard Member Posts: 10 ✭
    edited March 2019
    THANKS AGAIN- ALL GOOD , BUT CRAZY RE LABELLING SHARES PROBLEM
    CHEERS
    IAN

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