Bank Register within investments

Tabansi's Avatar

Tabansi

30 Dec, 2018 05:22 PM

Hi There,
I have just setup a new Investment, I then entered a money transfer from an existing bank account into this investment (£500) then subsequently entered details of shares purchased with this money.

Within the 'Register' tab everything is correct showing (£2.02) as the balance, but unfortunately the 'Bank Register' tab shows my balance is still showing the balance as (£500).

Any ideas please.

  1. 1 Posted by dwg on 30 Dec, 2018 08:37 PM

    dwg's Avatar

    I'm a fellow user.

    The Bank register only shows bank type transaction so I believe the balance shown will only reflect those transactions.

    The register is really there to facilitate those Investment accounts that provide Cheque writing facilities.

  2. System closed this discussion on 31 Mar, 2019 08:40 PM.

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