- New ledger totals have been added to the bottom of the MS-9 and MS-10 interfaces. These totals will reflect any filters you have applied or any search terms you have entered. This will allow you to quickly get a subtotal of specific funds or investments in your ledger that match the criteria you have entered (e.g. the total of all "Common Investment" funds or the total of all Investments with "Corporation" in their name).
- The import process has been improved to attempt to handle the various number formats that users have in their spreadsheets and CSV files, including the use of parentheses to indicate negative values.
- The MS-9 ledger interface can now be filtered by "Investment Method".
- Funds or investments with names exceeding 100 characters will now provide you with a descriptive error message identifying which record exceeded the limit.
Build 20191227 Print
Modified on: Tue, 18 Aug, 2020 at 7:14 PM
Did you find it helpful?Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.