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About the Questions category
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4
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97
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May 13, 2024
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How to manually input the taxonomy
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1
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7
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March 2, 2026
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Lot Detail & Income Summary Improvements
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3
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22
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February 11, 2026
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Improved performance on large projects
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6
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38
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February 4, 2026
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Transfer of shares between DMs
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1
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18
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January 19, 2026
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Return of capital dividend
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1
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15
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December 19, 2025
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Setting number of decimal points
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1
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16
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December 13, 2025
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Reorder columns
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2
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26
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November 23, 2025
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Australian Tax Presets
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1
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28
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November 9, 2025
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Adjusting cost basis following spinoffs
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3
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37
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November 1, 2025
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Principal Change chart - can I subtract portfolio income?
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0
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23
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November 1, 2025
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Automatic tracking of mutual fund capital gains
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3
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43
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October 26, 2025
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Is there a way to chart future returns on expected bond coupon payments
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1
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33
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October 24, 2025
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How to include cash like investments in the Cash report?
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2
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32
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October 14, 2025
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Create custom Categories / Tags for Liquidity/Risk asset types
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2
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35
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October 14, 2025
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Adding share that was gifted by employer
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1
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18
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October 8, 2025
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UK GILTS - not available, is it possible please?
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1
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34
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October 2, 2025
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Calculate correct exchange rate on foreign capital gains sales gains for UK residents
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3
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77
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October 1, 2025
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Need help to Add Currency transactions
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2
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38
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September 10, 2025
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Separation bars
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1
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28
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August 13, 2025
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Import from XTB
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1
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56
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August 4, 2025
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Cash Accounts / Balances / Transactions not being created
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2
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40
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July 25, 2025
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Weird cash balance
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8
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71
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July 8, 2025
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Can I use the market price when importing transations?
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3
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35
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June 18, 2025
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Support / feature questions?
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3
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33
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June 18, 2025
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3-for-1 stock split of Schwab US Dividend Equity ETF (NYSE: SCHD)
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4
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57
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June 11, 2025
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Sharing project in 'view only' mode
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1
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28
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June 4, 2025
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How do I mark a short sale as verified?
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1
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33
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May 19, 2025
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Custom import template - dealing with JSON complex objects
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1
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49
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May 19, 2025
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Icons for accounts, or, more accounts from a single template
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1
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41
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May 18, 2025
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