FAQ - Frequently Asked Questions

  • I have received a dividend in the bank – how do I record this?
  • My dividends are reinvested in shares – how do I record this?
  • My SF owns property – how do I record this?
  • My accountant wants me to send him reports. How do I send my accountant reports?
  • Which report shows the income received from a share holding?
  • Which report shows all the shares held?
  • Which reports shows changes in share holdings over a period?
  • How do I input franking credits into the system?
  • Where do I record the sale of shares?
  • How do I record share buybacks?
  • How do I record change of shares due to a takeover offer?
  • How do I change an account name?
  • How do I go back to the previous screen when recording transactions?
  • How do I check the transaction has been recorded?
  • How do I look at a past transaction?
  • Why do I have to use the calendar to choose the date? Why can I not type the date into the system -ie. 1/1/12?
  • How do I look at the history of a single share holding?
  • Can I allocate a bank account as my default bank account?
  • How do I print my reports?
  • How do I change an entry when I have made an error?
  • What do I do when there is a capital return?
  • How do I get the 30th June market value of the investments?

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