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Portfolio postitions not showing.
I've added an investment account to moneydance, important my transactions vai QIF files. I've also added securities with their relevant stock codes (which are automatically updated). However nothing appears in the Portfolio View, why?
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Inappropriate?OK, so I think I'm a step closer to understanding this.
Account entries in the register created when I import my stockbrokers QIF files are not correct.
Firstly all transcations import as Xfr, with a MiscExp directly below them (whatever that is).
Now I think I need to change the Xfr to Buy, and also change the secuirty field which is blank (no problem), however I also need to change the transfer/fee category. Now it seems that I can't change this. It should be Account:Security Name. This does appear but when I select it and press return, the transaction doesn't update.
Can anyone help me here, I think I'm close. The problem is editing the transactions that have been imported by QIF, so that Moneydance recognises them as share purchases??
I’m One step there
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Inappropriate?Of course one way would be to recreate the transaction and delete the old one. I'd have to do this for purchases and sale of shares. A bit naf, but doable. Would this create any other problems?
I’m ok I've eaten chocolate
