Should I reconcile cash in PortfolioCenter?

Should I reconcile cash in PortfolioCenter?

Q.I have a few accounts where the cash does not reconcile with the broker.  Is it worth spending the time to reconcile them?  Or should I just enter a journal to adjust the positions?  A.The best solution is to keep your accounts reconciled daily with a professional...
Money transfers in PortfolioCenter

Money transfers in PortfolioCenter

Q.  My broker is Fidelity.  They download all money transactions to the generic cash account and then sweep the dollar amount into the appropriate money market fund with a money transfer later on.  Should I post these transfers? A. The short answer is yes — ...