Entering investment transactions does not work properly

Dave's Avatar


26 May, 2023 09:15 PM

The results in "Portfolio View," and amounts showing in the register cannot reconcile. When entering a buy/sell of a security, some fields cannot be edited (Shares/Price).

After closing an account, the cash balance shows 0.00, but there is a large balance in the portfolio view, which give false totals for net worth.

  1. 1 Posted by dwg on 26 May, 2023 10:05 PM

    dwg's Avatar

    I'm a fellow user.

    I would suggest posting some screen shots to clarify the issue for us.

  2. System closed this discussion on 25 Aug, 2023 10:10 PM.

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