Investment register problem
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.
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1 Posted by dwg on 04 Nov, 2017 06:05 AM
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
System closed this discussion on 03 Feb, 2018 06:10 AM.