Setting up investment accounts?
Mike or Penny Novack
stepbystepfarm at mtdata.com
Sat Oct 23 06:49:49 EDT 2010
Budmaaester wrote:
> Just trying to setup Mutual fund account.
>
> Spouse Investents->
> Funds->
> Fund Name #1
> Fund Name #2
> Fund Name #3
> Fund Name #4
>
> Only some of the funds are feeding to the "holding" account. What
> invokes the inclusion of fund balances to accumulate in the "Hold"
> account (Funds)?
> _______________________________________________
Use "edit" on each of these accounts to see which account (if any) is
designated as the "parent". My guess is that when you created these, you
forgot to make "Funds" the parent of those whose balance is not being
included in the balance of "Funds".
Michael
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