Hi, I'm using Personal Plus 2017. I recently sold a security which I have held for about 14years. When I try to account for the r the sale in Reckon it doesn't recognise the security and insists on trying to get me to acknowledge a short sale. Any help would be appreciated thanks reck
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110 Points
Posted 4 weeks ago
Rav, Community Manager
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49,602 Points
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3,316 Points
Does the stock show in your Portfolio view between purchase date and prior to sale Ron?
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110 Points
The entire history is there in Security Detail View for this particular security and has always appeared in Portfolio View. Its just when I try to "sell" the security that Reckon insists on a "Short Sale" process. Any further ideas?
Tks,
Ron
Tks,
Ron
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3,316 Points
Have you tried Validating and Super Validating (repeat Validating but hold down CTRL & Shift keys) your file? I'd try that as it checks the database for errors.
Other thought would be to search back through the Investment Account register for all transactions of the stock to see if there's anything odd. If you have an account linked to your investment account make sure the Investment accounts cash balance is zero.
If none of that works maybe go back and delete the original purchase entry, Validate etc and ten re-enter the original purchase and see if that fixes it.
Other thought would be to search back through the Investment Account register for all transactions of the stock to see if there's anything odd. If you have an account linked to your investment account make sure the Investment accounts cash balance is zero.
If none of that works maybe go back and delete the original purchase entry, Validate etc and ten re-enter the original purchase and see if that fixes it.
