by Krisan Marotta | Nov 10, 2016 | KBO, Performance
Posting some transactions in your interface may produce an error. Here are some of the most common interface error messages and suggestions for how to handle them. [table] Error Message Likely Cause What to do Above transaction not coded PortfolioCenter does not...
by Krisan Marotta | Dec 11, 2011 | Cost Basis, KBO
Wondering which settings to use on the Cost Basis Reconciliation Report in PortfolioCenter? These are the ones I find most useful: CHECK – Print only unreconciled accounts By default, the Cost Basis Reconciliation report shows only positions that fail to...
