but sooner or later I will need to find something else. I agree that the user interface has a learning curve. Maybe you did that instead of selecting portfolio? To adjust the cost basis, you have to select the specific instrument (share, bond, etc).
BANKTIVITY 6 VS QUICKEN 2018 PLUS
The most useful part of Investoscope is its reporting capability which calculates the performance of your portfolio, including annualized IRR on both instrument only and total (instrument plus cash) basis. It updates the cash position based on transactions (such as buy, sell, dividend, withdrawal, etc). Investoscope then reports the value of your shares and the cash position.
(To be clear, I select the portfolio and > Transaction > Deposit). I'm not sure what specifically you did, but for me adding a deposit simply adds a cash position. "No it doesn't", he says in his best Monty Python Argument Sketch voice. Yes it's necessary for tracking cost basis but Quicken just let you add holdings directly. I think the whole idea of creating instruments and then "buying" the stock is kind of a PITA. It added to the cost basis instead of putting it as a separate line item in the portfolio, as you would see when you log into a brokerage account where they list your positions and then the cash available. I did a deposit, thinking a deposit would add cash to the account. Google won't disappear or anything but giving up privacy there. I just hate the idea of tracking the data only online though. What I don't have are the individual transactions for my bank accounts but no big deal. Then again, I just updated my Google Sheets spreadsheet and that was fine. But they charge $75 on their site while Amazon charges $46. They sent me emails offering 40 or 50% off a month ago. But I got to the end and I tried to add cash balance and there's no way to do it. I started putting in accounts from one brokerage. I found out Investoscope is abandoned so I downloaded it from the App.
BANKTIVITY 6 VS QUICKEN 2018 PRO
I found out Quicken Essentials, which I can still run on my MacBook Pro running 10.11, will only export to Quicken 2007 Mac or a QXF file. I routinely export to Quicken format using my bank's online web tools and then manually import the file to Bankivity.
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