Excel Workbook

Discussion List

• Refresh not appearing to work

  89 views 2 comments 0 points Most recent by qosmioamit February 2018
• Report Table has no relationship with other tables

  57 views 1 comment 0 points Most recent by VidasMatelis February 2018
• Guide to understanding the data

  103 views 2 comments 0 points Most recent by qosmioamit February 2018
• Allocation link broken

  61 views 2 comments 0 points Most recent by 0neinthisworld January 2018
• Dashboard Total Doesn't Match Holdings Total

  80 views 3 comments 0 points Most recent by mg3putt January 2018
• Year end dividend amounts

  87 views 3 comments 0 points Most recent by jagmanvdp January 2018
• Unable to save after 'Refresh All'

  55 views 2 comments 0 points Most recent by earcandy90 January 2018
• Restore Filters in Holdings Sheet

  54 views 1 comment 0 points Most recent by VidasMatelis January 2018
• Exchanging Currency

  112 views 4 comments 0 points Most recent by dstirling January 2018
• Issue with Cash Value

  79 views 4 comments 0 points Most recent by breadbreadbread January 2018
• Dashboard - Deposits (percentage info)

  67 views 7 comments 0 points Most recent by VidasMatelis January 2018
• Cannot create relationship

  80 views 5 comments 0 points Most recent by fabriziomanzo December 2017
• Tracking Cash Going Forward

  89 views 3 comments 0 points Most recent by VidasMatelis December 2017
• Update error message

  95 views 3 comments 0 points Most recent by le4r December 2017
• Holdings Tab Data is Incomplete

  96 views 4 comments 0 points Most recent by mg3putt December 2017