Jilly_T I'm a newbie and have set up several accounts in MoneyLine. When I select reports, there is nowhere to select specific accounts so the report is picking up all of the information which is most unhelpful. Can anyone advise please? thanks very much
Chris75 Hi Jilly T, sadly at this moment MoneyLine does not have an option to select which account to use when pulling the report; all the reports in MoneyLine will include all the accounts you manage within the same installation.
Jilly_T Thanks very much Chris. I thought this programme was going to be a winner, guess I was wrong.. can you recommend anything? J