How to Change Allocation %/Percentages.


From the Checkbook screen:

  1. Click the SETUP button, then click Allocations
    (OR Click the REPORTS button, then click Allocations, then click Setup)
  2. Click on the Percentage(%) column of the applicable Fund line.
  3. Enter the correct Allocation %.
  4. Click the 'X' button in the upper RIGHT corner of the window.
Allocations Edit