User Support Forum

We have a stock portfolio of which we get monthly statements indicating total current value. We do not maintain the value of each stock, just the total portfolio amount. In these volatile times, the value fluctuates quite a bit each month. How can we readily update the monthly value in order to corr...

We currently have 4 cd's with our bank which when originally entered, were combined as one lump sum. One of the CD's is restricted by the donor for emergency use by our Trustees in case we needed a major repair, like a roof or boiler, etc. However this CD is on the books with the others as one total...