Investment Portfolio View not updating with CD Bought and Sold
Certificate of Deposits held at Investment Brokers have matured and new ones purchased. The sale and purchase has been recorded in the transactions. Old CD are appearing in portfolio view even thought they have been made inactive. New CD are not appearing. I cannot delete old ones as there is activity from the interest. This is impacting valuation of investment accounts. What is going on here?
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1 Posted by billypsca on 07 Sep, 2024 06:28 PM
I figured this out. For Certificates of Deposits in Investment Accounts, the Price MUST be $1. This applies to all Buys and Sells.
billypsca closed this discussion on 07 Sep, 2024 06:28 PM.