Investment register problem

jjnowak52's Avatar


04 Nov, 2017 04:43 AM

Attempting to enter 'initial holdings' Investment transactions but the register will only accept 'xor' transactions. Any other will immediately be changes back to 'xfr'. Online update for investments do not download.

  1. 1 Posted by dwg on 04 Nov, 2017 06:05 AM

    dwg's Avatar

    You have defined the security and added it to any Investment account you want to use it in?

    It is necessary to do this before you can use a security in an account

  2. System closed this discussion on 03 Feb, 2018 06:10 AM.

Comments are currently closed for this discussion. You can start a new one.

Keyboard shortcuts


? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac