Hello, I was updating a manual account for Net Worth and noticed that an Institution is now required. This is the first time I have seen this. This manual account was step up prior to this requirement. Is there a way to edit the manual account to update the blank Institution field?
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and i went to add in institution for manual accounts under “Accounts” tab, it blanked all the accounts with a #REF in column J. Also the “Balances” tab is now blank… how do i reverse?
Go to the Balance History sheet and filter the Account column with the account of interest.
Enter a name you like in the Institution cell for the first entry.
Copy/paste-values-only the same name for all of the same account.
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Edit→Undo
If this is Google sheets,
File→Version history
can be used to restore to a previous version.
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Thank you. That worked for me.
Thank you @Mark.S that worked.
@Mark.S , worked, thank you!
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6 posts were split to a new topic: Can’t select institution on Balance History Tracker
Thanks for the solve here @Mark.S - this is due to some upgrades we’re making to the Manual Accounts feature.
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