Investments present in saved scenarios

Restoring INVESTMENTS

Entries that are not present in an imported scenario will be entirely removed from your current workspace. Most of the time, this is what you want, however, you may have added or changed accounts and investments since saving that scenario, and want to be able to update the scenario with those updated entries without having to re-enter them. It is important to save TIME MACHINE runs that have added accounts and investments as those will be saved in the scenario. You can then access those accounts and investments from a button below your list of ACCOUNTS to 'View accounts and investments present in other saved runs'. Select the ones to restore to add to your current workspace. All account and investment values in all saved scenarios are kept updated with FUNData or Wealthica the same way as in your current workspace.