Reconciling share balances
I have several securities that have incorrect share balances in investment accounts. What is a good way to reconcile these? I have gone through the statements but could not find some of the errors. If the Securities Detail had a column with a running total of the share balance it would be easy to spot.
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1 Posted by Stuart Beesley ... on Mar 12, 2021 @ 06:07 AM
Investment Transaction report? Perhaps copy/paste into Excel. Filter in there?
Run my investment extract extension / script called extract_data to excel?
https://yogi1967.github.io/MoneydancePythonScripts/
https://infinitekind.com/app/md/extensions/extract_data.mxt
Use Mike Bray's (beta) report writer tool?
(not support, just a fellow user)
System closed this discussion on Jun 11, 2021 @ 06:10 AM.