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Linda Cole's Avatar

Linda Cole

23 Sep, 2023 11:43 PM

I removed accounts from my sidebar, how do I put them back.

I need to re-load the correct information for my savings account.

How do I fix these problems?

  1. 1 Posted by dwg on 24 Sep, 2023 01:23 AM

    dwg's Avatar

    I'm a fellow user.

    To add accounts back on to the side bat click on the + (pus) sign at the bottom of the sidebar and that will give you window you can use to select the accounts you want in the sidebar.

    What information do you need to reload for your savings account? What was the source of this information?

  2. 2 Posted by Timothy Maxwell on 24 Sep, 2023 02:10 PM

    Timothy Maxwell's Avatar

    The accounts were Investment accounts and contained details of the shares in the portfolio with valuations which were updated on a quarterly basis.

  3. 3 Posted by dwg on 24 Sep, 2023 08:55 PM

    dwg's Avatar

    So how was the data sourced for the investments and what happened to the data that means you now need to reload it?

  4. Support Staff 4 Posted by Ethan on 25 Sep, 2023 12:35 AM

    Ethan's Avatar

    Hello,

    Are the accounts still listed in Tools -> Accounts from the menu bar? If they exist, they should always be listed there, even if you've removed them from your sidebar.

    If not, is it possible that you've deleted the accounts instead of just removing them from the sidebar? Or that you've opened a different data file?

    Ethan
    Infinite Kind Support

  5. System closed this discussion on 25 Dec, 2023 12:40 AM.

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