hi - i had switched to google sheets but have come back again to this tool. Have put together my portfolio and exported the binary to my mobile. Unfortunately the asset class taxonomy is having an issue. The equity asset class I have split into further classifications and it doesn’t seem to be coming through on the mobile. There seems to be another problemwhich is that it is losing something else as well as my total portfolio size is less and so must be missing some accounts. Known issue?
Let me guess - nested taxonomies not supported on mobile?
maybe related but having problems with FWRGL or Invesco All-World ETF GBP. Look like decimal point changed and while I add it then it fails in edit and cannot retrieve. I could use free usage on EODHD but cannot find the ticker there. Appreciate any help
To better understand: you have subcategories in the asset classes and you do not see them on the mobile? That sounds like a bug.
Maybe first about syncing: how do you sync the file to the mobile device? The safest way is to safe the file from the desktop to the storage provider. Then updates are typically detected. If you copy the file to the storage provider (iCloud, Google Drive, …), then this is typically assumed to be a new version of the file. The mobile file has only permissions on the previous version, which it can still read from the trash bin. Maybe this is a syncing issue?