Balances (ISAs/Pensions) Not Editable on Import

If a portfolio has been imported with holdings the ISAs/Pensions balances are not editable. If you did want the holdings to be applied you would need to have the Morningstar Integration with Voyant.

 

(HOW TO FIX IN SCREENSHOTS BELOW)​

Holdings are pulled across but no asset allocation occurs if you do not have the integration mentioned above.

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TO FIX

1. Go into growth>rate>change 'grow this account by' to portfolio holdings.
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2. Select portfolio>edit calculated portfolio>edit>click continue​
5. Go back to rate>change 'grow this account by entered growth rate'.
4.Go back to basics>Balance field now editable.