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Great question! The short answer - it depends on what import type you are using... Standard Transaction Import - For this import type you will nee...
Wed, Nov 17, 2021 at 9:08 AM
Answer: If you've uploaded transactions via the GL Import feature, but some rows aren't showing up, it could be for a few reasons. Here are a couple...
Thu, May 14, 2020 at 2:30 PM
Answer: If you would like to download transactions to excel, go to Activity > Edit Transactions. Select your desired transaction type (this example uses...
Wed, Jun 3, 2020 at 3:03 PM
Answer: No, you will not have to reenter any gifts and investment activity. The system will remember what you've input for each quarter. You may have...
Thu, May 14, 2020 at 2:26 PM
Answer: To adjust shares without affecting market value, you must enter an overriding unit price. Creating two transfer transactions in the perio...
Thu, Jul 15, 2021 at 3:46 PM
Answer: Yes, you can easily delete a file you've imported. If the file is from a closed period, you will need to reopen to delete the file and related ...
Fri, Feb 18, 2022 at 9:44 AM