Share holding - Second time of asking

Helen Blackman's Avatar

Helen Blackman

11 Nov, 2015 09:47 AM

I asked this question yesterday, but nobody came back to me! I have been trying with great difficulty to set up my accounts and now find that having listed my small share holding, not easy, the account has generated a cash value which bears no resemblance to the actual share holdings, this is then added to the value of the shares making a ridiculous total that is nowhere near a true representation of the value of the holding. What does one do to rectify this?

Also having great difficulty creating a budget. Your instructions look impressive, but are not very clear at all. I just want a simple budget of in and out with a balance. Not difficult!

  1. 1 Posted by Tom Freeman on 11 Nov, 2015 05:57 PM

    Tom Freeman's Avatar

    Can you send a screen shot of you investment register please. What steps did you take in entering your holdings?

    You can use the mixed interval budget setting. When making a new budget use the scroll menu to select mixed interval in the period filed. in this method you would manually select the categories to add to the budget, as well as the amount, interval, and start/end date.

    For the regular budget you can just click the categorizes you want to budget then add the amount for the budget. Yo can then use the budgeted tab to only show those areas.

    Tom Freeman
    Infinite Kind Support

  2. System closed this discussion on 19 Mar, 2016 05:02 AM.

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