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Status Under Consideration
Created by Guest
Created on Mar 20, 2019

Include Sweep Account Balances on Drill Down in Activity Report

When I see a bank balance on the home page, I drill into the activity to see the balance, but the amounts don't total up to match the amount shown on the home page. I believe this is because the activity report page doesn't include sweep account balances. This is confusing as I don't know where the missing amount is coming from.

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