My Investments on my MacBook are not Synching on my iPad or iPhone
Can anyone explain why my investments are not synching to my mobil devices? Are there any fixes?
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1 Posted by derekkent23 on 19 Nov, 2024 04:53 PM
I am not support staff, just a user.
Hi Frank
Investments Accounts are not synched to mobile devices.
2 Posted by dwg on 19 Nov, 2024 07:36 PM
Investment accounts are not supported on mobile devices at this time.
The intent of the mobile application today is for the on the go entry of bank and credit card type data.
3 Posted by 05-bonnet-ancho... on 19 Nov, 2024 08:19 PM
Thank you for the explanation.
While I can see your point, the ASSETS category does appear on mobile
devices and this is a category that is also not a bank or credit card type
of entry. It would be beneficial, however, to be able to see one's net
worth or update the accounts on a monthly or quarterly basis. Perhaps this
can be considered for future updates.
Thank you.
On Tue, Nov 19, 2024 at 2:36 PM dwg <
[email blocked]>
wrote:
4 Posted by dwg on 19 Nov, 2024 10:24 PM
I'm a fellow user.
There is a project underway to expand the capability on mobile devices. For Tablets at least this is hoped to be more like the desktop/notebook application, quite a lot of the underlying work has been complete but there is still a lot more that needs to be done, it is unknown when this is likely to be completed and released.
Assets are a sort of a catch all account, but the underlying structure is essentially the same as Bank accounts, so straightforward enough to include. Investment accounts are a very different beast.
5 Posted by 05-bonnet-ancho... on 19 Nov, 2024 10:29 PM
Thank you for the explanation.
On Tue, Nov 19, 2024 at 5:24 PM dwg <
[email blocked]>
wrote:
System closed this discussion on 18 Feb, 2025 10:30 PM.