sl75
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Post by sl75 on Oct 27, 2014 9:45:36 GMT
I have 56p stranded in my MLIA and £7.57 in my cash account that I am unable to move to MLIA, presumably because it is less than £20. The only options I am given are to transfer in to, or out from, a bank account. I have been watching the transition to the new website and was expecting H*****y to roll over for re-investment so haven't added any more funds yet.....looking forward to finally being able to play. How do I manage my funds within the Assetz accounts? The "manage funds" page only gives me options to transfer in to, or out from, a bank account!You need to make money available for investment into using the "Adjust investment" link within the "Manual Loans Investment Account" area. Just to clarify - I added that to the main Q&A section at the start of this thread by copy-pasting from the above, not the other way around. [on reading back it may have given the wrong impression]
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acorn
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Post by acorn on Oct 27, 2014 11:15:51 GMT
Thanks. Must learn to read.....
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shimself
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Post by shimself on Oct 27, 2014 16:57:10 GMT
How do I manage my funds within the Assetz accounts? The "manage funds" page only gives me options to transfer in to, or out from, a bank account!.... I agree it would make sense to put links to juggle funds between pots on that page as well
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acorn
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Post by acorn on Oct 27, 2014 17:12:36 GMT
When there are multiple pots available, it will make sense to be able to "push" money out to various destinations from the cash account as well as being able to "pull" money into each pot as required
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unmadem
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Post by unmadem on Oct 30, 2014 11:18:05 GMT
I have shadow bids for the old system and these have an investment target of zero. Do I have to set these to equal my shadow bids to avoid the system selling my holding when it goes live/drawn
No your target will be set to match your holdings on drawdown.
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agent69
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Post by agent69 on Oct 30, 2014 20:22:39 GMT
Went on holiday for a week and missed the big launch. Been through the tour / tutorial twice and still having problem in making sense of some things. Help would be appreciated.
Where do I find a list of all the repayments and purchases made recently. If I go to reports - statements there are no entries between 17th and 29th October (roughly the period I was away). For a similar period in September there are about 30 entries. Also done a bit of buying and selling in the last couple of days and all that detail is missing to. Where has all the info gone?
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ramblin rose
Member of DD Central
“Some people grumble that roses have thorns; I am grateful that thorns have roses.” — Alphonse Karr
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Post by ramblin rose on Oct 30, 2014 20:36:48 GMT
Went on holiday for a week and missed the big launch. Been through the tour / tutorial twice and still having problem in making sense of some things. Help would be appreciated. Where do I find a list of all the repayments and purchases made recently. If I go to reports - statements there are no entries between 17th and 29th October (roughly the period I was away). For a similar period in September there are about 30 entries. Also done a bit of buying and selling in the last couple of days and all that detail is missing to. Where has all the info gone? Suggest you read through this very thread (it's only 3 pages) - it is intended to be a sort of FAQ of things you need to know about the new site, rather than a discussion thread, and it will probably answer most of your questions. For example, the answer to your question above is here on the first page: p2pindependentforum.com/post/25442/thread
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agent69
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Post by agent69 on Oct 30, 2014 21:07:02 GMT
Went on holiday for a week and missed the big launch. Been through the tour / tutorial twice and still having problem in making sense of some things. Help would be appreciated. Where do I find a list of all the repayments and purchases made recently. If I go to reports - statements there are no entries between 17th and 29th October (roughly the period I was away). For a similar period in September there are about 30 entries. Also done a bit of buying and selling in the last couple of days and all that detail is missing to. Where has all the info gone? Suggest you read through this very thread (it's only 3 pages) - it is intended to be a sort of FAQ of things you need to know about the new site, rather than a discussion thread, and it will probably answer most of your questions. For example, the answer to your question above is here on the first page: p2pindependentforum.com/post/25442/threadThanks for that. After a week away there's been a lot of activity on the forum and I've obviously not been reading things in enough detail.
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oldgrumpy
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Post by oldgrumpy on Oct 30, 2014 21:34:30 GMT
Repayments and purchases since 21 October Dashboard >> GREY Manual Loan Investments Account >> click three tiny horizontal lines far right of current rate >> click on YOUR TRANSACTIONS pop-up. Expect surprises! Before 21 October: Dashboard >> click REPORTS >> Click Statement.This now only controls your cash waiting account, and withdrawals Edit: The red bit as changed since yesterday when I posted. Both statements appear there now
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Post by cyrilmadrid on Oct 30, 2014 21:47:26 GMT
I have noted some errors in the calculation of the pie chart that appears at the top of the dashboard. Not sure how it is calculated, but with 20 GBP in my cash account, it showed the cash account as 34 % of my total vs 66 for the manual account, and this is by no means correct. I even thought the calculation might be done considering only the unallocated amount in the manual account, but the calculation did not match either.
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agent69
Member of DD Central
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Post by agent69 on Oct 31, 2014 20:18:35 GMT
Went on holiday for a week and missed the big launch. Been through the tour / tutorial twice and still having problem in making sense of some things. Help would be appreciated. Where do I find a list of all the repayments and purchases made recently. If I go to reports - statements there are no entries between 17th and 29th October (roughly the period I was away). For a similar period in September there are about 30 entries. Also done a bit of buying and selling in the last couple of days and all that detail is missing to. Where has all the info gone? Suggest you read through this very thread (it's only 3 pages) - it is intended to be a sort of FAQ of things you need to know about the new site, rather than a discussion thread, and it will probably answer most of your questions. For example, the answer to your question above is here on the first page: p2pindependentforum.com/post/25442/threadTalk about going from the sublime to the ridiculous. Previously couldn't find any entries in 12 days. Now I have sold £80 in an old loan and it appears as about 40 entries at £2 a time (I assume to lots of different people)
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