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Old 01-30-2008, 06:43 AM
tony
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Default Re: Investment Transactions and Cash Transactions

On Jan 27, 9:20 pm, tony <t...[at]well.com> wrote:
- quote -

> Grateful for any advice.

I regret to say that a phone call t to MS support produced no useful
advice. It was my broker's customer support that guided me through a
solution to the problem. It consists of

Manage online services
Stop using online services for the appropriate bank or broker
Restoring the appropriate online services by reopening the account

I hope that this can help someone in the future.

T.
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Old 01-28-2008, 04:20 AM
tony
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Default Investment Transactions and Cash Transactions

My broker's accounts have two registers: Investment Transactions and
Cash Transactions.

The settings for these accounts specify: Account name, Financial
institution, Account number, US currency, Favorite account, Track cash
transactions, Account name (Cash), and Account number.

For reason(s) I do not understand, updates are recorded only in the
transaction registers but not in the corresponding cash registers.

Grateful for any advice.

T.
 

Tags
cash, investment, transactions
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