Portfolio 2.0
There are 3 problems to fix , and 1 possible improvement.
1. Some UK shares are showing incorrect GBP dividend amounts e.g. VOD.L, SQZ.L
2. Most UK shares with quarterly dividends show incorrect amounts e.g. UKW.L, FSFL.L, NESF.L, GSF.L
3. Default currency is not automatically selected when entering cash transactions.
4. A portfolio charges setting could be a useful addition.
Without these corrections I have to manually add cash entries to keep the cash balance accurate.
Roy Gribon
shared this idea
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David Speight
commented
Point 2 is still valid the dividend paid todate for UKW.L is still reporting as pounds incorrectly. Somewhere it must be getting confused between GBP and GBX.
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Andy Smith
commented
I have the same issue with some UK shares, the dividend totals are out by a factor of 100, e.g. showing 1.72 when it should be 172.