by Krisan Marotta | Feb 18, 2015 | Reporting
Q. Some of my PortfolioCenter Holdings reports display multiple line items for the money market (example above). The total of the dollar amount adds up to the total at my broker (Schwab), but the duplicate lines confuse clients and clutter reports. Do you know why...
by Krisan Marotta | Apr 29, 2014 | Reporting
Q.On the Billing Summary Report, does the Money Balances column display the cash balance in the account that the billing account — that is the account the fee is taken from? A.Good question, I had to go double check to make sure. Unfortunately, the money...
