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Cash Balance no longer shows on portfolio report

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Crystal Maher

29 Jan, 2025 10:50 PM

I updated to 2024.2 recently and now my Cash Balance does not show up in my portfolio report. The box is checked but no balance and thus is not added to the total for the portfolio. I have been doing reconciliation this way for about 10 years so this is definitely new. Is there a fix update yet?

1. 1 Posted by Stuart Beesley ... on 29 Jan, 2025 11:01 PM

   

   Have you edited the settings and ensured the "include cash balances" option is ticked? I just tried it, and it works fine for me...

   PS - You should really be on 2024.3(5214)

   https://infinitekind.com/preview

   • Screenshot_2025-01-29_at_22.59.30.png 57.6 KB
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2. 2 Posted by Crystal Maher on 30 Jan, 2025 12:18 AM

   

   That worked. Thank you so much and I looked for an update, so I will look again!

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3. 3 Posted by dwg on 30 Jan, 2025 12:29 AM

   

   Build 5214 has just gone into the preview stage, we are hopeful that it could become the next stable release.

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4. 4 Posted by Crystal Maher on 30 Jan, 2025 12:31 AM

   

   Sometimes those updates are slow rolled I think. I clicked "search for updates" in Help and "You are up to date". I will check again in a week or so because I just read about some good stuff in that update.

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5. 5 Posted by dwg on 30 Jan, 2025 01:29 AM

   

   In Moneydance Preferences check on the sort of updates Moneydance is set to report availability of, you could have it set to stable.

   If you just want to look directly Preview releases are always at: https://infinitekind.com/preview

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