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02 Jul, 2020 02:29 PM
Hi, my investment institution only allows me to download XXX number of days back and not the prior month to match my monthly statements. That said, I think a good change would be to not add in unconfirmed transactions to the Portfolio View summary of number of shares. That would then allow me to match my total in MoneyDance to my month-end statements.. or even give us an option to not include them. Thanks for your time.
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