Steerpike
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Post by Steerpike on Oct 4, 2016 6:58:22 GMT
I suggested to Assetz recently that because of the way that the system works there are many many transactions most of which are of very little interest and it would be helpful to have a filter on the Cash and MLIA accounts to make it easier to reconcile transfers in and out. The response was: "You can download an Excel version of the statements for each account and filter these as you would like. One thing you will need to bear in mind is that lenders have the option to deposit funds into any of the accounts on the platform but they can only withdraw (i.e. a withdrawal to a bank account) from the Cash Account. To get an idea of the total number of deposits and withdrawals your account has produced you will need to export the data from all of the investment accounts you are using." Helpfully, the response also included a complete list of deposits and withdrawals. And where does it say that on the site? When you use the Transfer Funds option there is a message showing the individual accounts to which you may make a transfer. Alternatively, you can transfer funds directly to one of your Assetz Capital Investment Accounts:
Quick Access Account DQAA1xxxxxxxxx
Manual Loan Investments Account DMAN1xxxxxxxxx
Green Energy Income Account DGRE1xxxxxxxxx
Great British Business Account DGBB1xxxxxxxxx
30-Day Access Account D30D1xxxxxxxxx
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littleoldlady
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Running down all platforms due to age
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Post by littleoldlady on Oct 4, 2016 7:03:26 GMT
And where does it say that on the site? When you use the Transfer Funds option there is a message showing the individual accounts to which you may make a transfer. Alternatively, you can transfer funds directly to one of your Assetz Capital Investment Accounts:
Quick Access Account DQAA1xxxxxxxxx
Manual Loan Investments Account DMAN1xxxxxxxxx
Green Energy Income Account DGRE1xxxxxxxxx
Great British Business Account DGBB1xxxxxxxxx
30-Day Access Account D30D1xxxxxxxxxSorry, I highlighted too much. I was referring to the phrase they can only withdraw (i.e. a withdrawal to a bank account) from the Cash Account
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Steerpike
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Post by Steerpike on Oct 4, 2016 7:12:44 GMT
When you use the Transfer Funds option there is a message showing the individual accounts to which you may make a transfer. Alternatively, you can transfer funds directly to one of your Assetz Capital Investment Accounts:
Quick Access Account DQAA1xxxxxxxxx
Manual Loan Investments Account DMAN1xxxxxxxxx
Green Energy Income Account DGRE1xxxxxxxxx
Great British Business Account DGBB1xxxxxxxxx
30-Day Access Account D30D1xxxxxxxxxSorry, I highlighted too much. I was referring to the phrase they can only withdraw (i.e. a withdrawal to a bank account) from the Cash AccountI can't see that on the site, but it seems reasonable and soon becomes obvious when you discover that you can withdraw only the sum in the cash account, i.e. the balance shown on the withdrawal form.
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SteveT
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Post by SteveT on Oct 4, 2016 7:14:36 GMT
It's a statement of fact. The only place from which the AC platform supports withdrawals to a bank account is the Cash Account. It used to be the case that all deposits had to be made via the Cash Account too, until the shortcut of routing funds directly into the intended lending account was added.
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littleoldlady
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Running down all platforms due to age
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Post by littleoldlady on Oct 4, 2016 8:13:21 GMT
Sorry, I highlighted too much. I was referring to the phrase they can only withdraw (i.e. a withdrawal to a bank account) from the Cash AccountI can't see that on the site, but it seems reasonable and soon becomes obvious when you discover that you can withdraw only the sum in the cash account, i.e. the balance shown on the withdrawal form. It may seem reasonable to you, but maybe not to a little old lady who request a withdrawal from the QAA and waits patiently for it to arrive in her bank.
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SteveT
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Post by SteveT on Oct 10, 2016 7:00:24 GMT
It's actually on the schedule for today! Mark is building it. , is this promised feature ever going to see the light of day?
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oldgrumpy
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Post by oldgrumpy on Oct 14, 2016 10:19:07 GMT
chrisToday I paused my "buy" instructions on several loans. Sometimes AC suspends trading while an issue is being dealt with, and my existing instructions stay paused until I reactivate them, to ensure I have read and understood (?) what has happened. Particularly with the second of those actions, I sometimes forget that those instructions have been frozen, and don't even notice to reactivate them for weeks. This is because nothing shows on the loan book pages; it appears that all instructions are "live". Can we have some kind of marker in the "your instruction" column to indicate which instructions are in a paused state?
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warn
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Curmudgeon
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Post by warn on Oct 20, 2016 13:07:19 GMT
Please please please, could at least one of the CSV download files contain an LTV column? Or is there a compelling reason why not, that I haven't thought of?
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jj
Member of DD Central
Jolly Jammy
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Post by jj on Nov 8, 2016 17:13:45 GMT
Hi,
I wonder if would be possible to have a "Interest To-date In Current Tax Year" on the top of the dashboard so I can keep an eye on my savings allowance ?
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warn
Member of DD Central
Curmudgeon
Posts: 638
Likes: 659
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Post by warn on Nov 14, 2016 11:35:25 GMT
Please please please, could at least one of the CSV download files contain an LTV column? Or is there a compelling reason why not, that I haven't thought of? - could I just ask again whether this might be possible, or is anywhere on the radar? Ta...
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Post by chris on Nov 14, 2016 11:44:00 GMT
Please please please, could at least one of the CSV download files contain an LTV column? Or is there a compelling reason why not, that I haven't thought of? - could I just ask again whether this might be possible, or is anywhere on the radar? Ta... It's on the radar but unfortunately we have over 300 items on our to do list at the moment with priorities being dictated at board level. The IT department will be growing somewhat in the new year so hopefully we'll be starting to catch up and starting to be more proactive again.
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warn
Member of DD Central
Curmudgeon
Posts: 638
Likes: 659
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Post by warn on Nov 14, 2016 11:46:30 GMT
chris - could I just ask again whether this might be possible, or is anywhere on the radar? Ta... It's on the radar but unfortunately we have over 300 items on our to do list at the moment with priorities being dictated at board level. The IT department will be growing somewhat in the new year so hopefully we'll be starting to catch up and starting to be more proactive again. Fair enough. Thanks for taking the time to reply.
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Post by Ton ⓉⓞⓃ on Nov 14, 2016 14:16:10 GMT
Hi, I wonder if would be possible to have a "Interest To-date In Current Tax Year" on the top of the dashboard so I can keep an eye on my savings allowance ? Perhaps you already do this but my work around is to use the "Tax Statement" page to calculate the current for me, as you can put in any dates and it seems to pump out the current figure.
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trouble
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Post by trouble on Nov 14, 2016 15:23:37 GMT
Hi, I wonder if would be possible to have a "Interest To-date In Current Tax Year" on the top of the dashboard so I can keep an eye on my savings allowance ? Perhaps you already do this but my work around is to use the "Tax Statement" page to calculate the current for me, as you can put in any dates and it seems to pump out the current figure. I use that method for my monthly P&Ls
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jj
Member of DD Central
Jolly Jammy
Posts: 320
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Post by jj on Nov 14, 2016 18:05:48 GMT
Hi, I wonder if would be possible to have a "Interest To-date In Current Tax Year" on the top of the dashboard so I can keep an eye on my savings allowance ? Perhaps you already do this but my work around is to use the "Tax Statement" page to calculate the current for me, as you can put in any dates and it seems to pump out the current figure. Thanks for that, Its a good facility to use. I didn't even know it was there. I thought it was for year end.
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