Portfolio view

Susan's Avatar

Susan

11 Aug, 2017 03:18 AM

Can you view a portfolio for past dates?

  1. 1 Posted by Henry on 11 Aug, 2017 10:31 AM

    Henry's Avatar

    Hi Susan,

    Thank you for contacting us.
    You can Edit the Portfolio and choose a different date.
    To do this navigate to Tools > Graphs and Reports > Portfolio > Edit and enter the date.

    Henry
    Infinite Kind Support

  2. 2 Posted by Susan Brenner on 14 Aug, 2017 07:04 AM

    Susan Brenner's Avatar

    Thank you. Since I have Banktivity 5 (trial), the menu choices are a bit different, but I could create the portfolio report I wanted.

  3. 3 Posted by Henry on 14 Aug, 2017 01:37 PM

    Henry's Avatar

    No problem, glad to hear everything is working! I'll close this discussion for now, but don't hesitate to get back in touch if you have further questions or need any assistance.

    Henry
    Infinite Kind Support

  4. Henry closed this discussion on 14 Aug, 2017 01:37 PM.

  5. Susan Brenner re-opened this discussion on 31 Aug, 2017 04:44 AM

  6. 4 Posted by Susan Brenner on 31 Aug, 2017 04:44 AM

    Susan Brenner's Avatar

    I will take you up on your offer for assistance. I am confused about scheduled transactions. I entered several in the scheduled transactions list and expected them to appear in the appropriate registers at the appropriate dates. In fact, they did not appear at all. What do I need to do?

  7. 5 Posted by derekkent23 on 31 Aug, 2017 07:44 AM

    derekkent23's Avatar

    I am not support staff, just a user.

    Can you check you are you using “New Transaction Reminder” and not “New General Reminders”. Also confirm you have ticked “Auto-Commit”. Also see http://help.infinitekind.com/kb/reminders-2 If these are not the issues or the articles don’t help, post again.

    Hope this helps.

  8. System closed this discussion on 30 Nov, 2017 07:50 AM.

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