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How to add new investment account

jkp

I have Reckon Personal Plus and I have two questions.

The first is I have added a couple of securities, which I had previously owned but sold, and now whenever I get a security update each evening these recent additions do not update.

Secondly I have set up a new investment account with equities within it but have tried to add these as a separate account in addition to the current Super fund account and cannot add the new account with out it adding to the previous super account. I need to keep them separate and need to update them nightly.

Please how do I fix these problems?

Accepted answers

GerryWinter

When you go to download your quotes make sure you click on the select quotes on the right hand side in blue then tick and unticked the share prices you want to actually come down. give me a call if you have any problems 0418907140

All comments

GerryWinter

jkp

Gerry

Thank you. That fixed it.

Any idea on how set up a separate investment account with equities within that I can download overnight i.e one separate to the existing SMSF I have?

Cheers

John

GerryWinter

Go to ADD ACCOUNT and add investment account, add your securities as normal and then when you do your updates they will do them and any existing ones but will who separately in each investment account.

Call me if you wish.