Problem setting up Personal Plus 2017

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I am setting up Personal Plus 2017 but cannot find how to enter the maturity date for Bonds.

The Help states under "Bond Type, Maturity Date, Call Date" These fields only appear if you set up this security in Reckon Accounts as a bond. Edit as necessary.

I am unable to find an edit facility. Anybody help?
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Maritime Research

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Posted 2 years ago

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John G, Information Support Analyst

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Hello Maritime Research,

Welcome to the Reckon Community.

When you use a security for the first time you'll be stepped through the basic configuration of that security - for Bonds that will include the Maturity Date which by default shows the date of the transaction.  Change the maturity date here.

If you have already created the security then you can right click it on the Investor Centre (or in the Investing > Security List menu option), select Edit Security and change the relevant field.  


Hope this heps,

regards,
John
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Maritime Research

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Thanks John. Appreciate your help.