Ongoing contributions within Investments Tab?

David H. Kinder, ChFC

June 01, 2015 18:34

None

The Investments Button is great to show lump-sum growth, but would it be possible to show contributions going to a specific investment account, such as a 529 plan or IRA?

Date Votes

1 comment

0

David H. Kinder, ChFC June 01, 2015 21:05

Never mind. Figured it out in the cash infusions tab.

Comment actions Permalink

Please sign in to leave a comment.