A Very Frequently Asked Question
“Mike, I got everything up and running using the Fast Start Guide, but how do I get my older transactions into Investor Books? I want to at least go back and enter everything since January 1st of this year.”
This 10 min video shows you how to do it using the phantom bank account.
Remember to use the pause and rewind button if needed. You can make it full screen too.
11 min video
This Area Is For Registered Users Only. Not a Registered User? Click Here