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greyguru

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About greyguru

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  1. Because I get a number of T-slips from mutual funds and trusts come in late, I expect I will be going back to CRA for updates. What isn't clear to me is how UFile will handle the merge: Does it only add "new" T slips (automatically)? Or do I have to accept only the slips that I haven't seen before? (And how would I easily tell which is which?) If I have updated a slip (e.g. the "cost or book value" field on a T5008) will I lose that edit if I accept the same slip again? Will the merge mess up if I rename the security? (Possibly because it complains that it's longer than 30 characters!), and as a sub-question, how can I differentiate t-slips for the same security held in different accounts - one joint, one individual - if I can't rename it? I'm also at a loss as to the best way to cross check the downloaded data with my paper slips to ensure they are in sync - do I have to recheck after each update? In general, what's the best work flow for using this feature? Thanks in advance if anyone has answers!
  2. Thanks so much for this hint. At first, I didn't see the "-" icons, but as soon as I moved the vertical divider between the panes, they showed up. In fact, they seem to be there whether I turn off auto-fill or not. However - it's done! Thanks it was driving me crazy.
  3. After doing auto-fill, I find there are blank, or empty, T# slip entries, which I recognize as ones from last year, because I renamed some to identify which were from joint accounts. While these don't appear to get in the way of correct calculation, they make cross-checking that the paper slips and the auto-fill data very difficult as each one has to be opened to see what's in it. My question is, how do I delete these extra entries?
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