Issues with NetWorth Report not showing Investment Account balances

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I'm having issues with the NetWorth report on Reckon Personal Plus 2016.  It used to work (last time I used it was September last year) and now its not bringing in the balances of my investment accounts, which means I'm suddenly much poorer than I thought I was!

Most of my investment accounts are index funds, and I make regular monthly purchases of units, so there are updates to the unit price only monthly.

As I said, this has worked previously, but recently seems to be a bit broken.

Any ideas how to rectify it?
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Mike Austin

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Posted 1 year ago

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John G, Information Support Analyst

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Hi Mike,

Welcome to the Reckon Community.

Does the KB Reinvesting Fund income results in a negative Cash Balance in the Brokerage Account relate to your issue in any way?


regards,
John