Summary Page

stephencday's Avatar


12 Dec, 2019 11:47 PM

I have just added New investment accounts.
On the summary page these new accounts are preceded with a dash and the individual securities are inset below each account.
The other investment accounts are preceded with a Plus symbol and don't show the individual securities.
Why the difference and how to change the new accounts to be like the others

  1. 1 Posted by dwg on 13 Dec, 2019 12:32 AM

    dwg's Avatar

    I'm a fellow user.

    Click on the dash and the software should collapse the investment account so that the security are not displayed.

  2. 2 Posted by stephencday on 14 Dec, 2019 04:32 AM

    stephencday's Avatar

    Thanks - too simple

  3. System closed this discussion on 14 Mar, 2020 04:40 AM.

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