Expert Assistant


L

Leo

Dear All,

Every time I run one of the monthly reports, the Expert Assistant informs me
that I have £ x available in a bank account that could earn better interest.
It then informs me that I should consider moving it to a higher rate
interest account. Whilst I like the functionality that the Expert Assistant
provides, my money is currently in a higher rate interest account.

Is there a way that I can configure my account so that it is recognised as a
high rate interest account or prevent the Expert Assistant from continuously
being "helpful" in this instance ?
 
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G

Glyn Simpson, MVP

You can customise it to remove certain subjects of information. With the
interest on bank accounts, I guess you'd need to remove the 'debt and credit
management' or the 'investing' item (not sure which).
 
L

Leo

Hi Glyn,

Thanks for your reply. I tried what you suggested (and regenerated the
report) but the Expert Assistant is still suggesting that I move my money to
a higher interest rate account.

Any other suggestions ? Is it perhaps possible to re-categorise my account
from that of a standard one to a high interest one ?

Many thanks.
 
G

Glyn Simpson, MVP

the expert assistant is pretty dumb. I think what it is trying to tell you
is that you ought to just check... obviously if you already have, then it's
a message you can ignore.

The monthly reports show E.A. messages from the last month - i'm pretty
sure you can't customise them out after the messages have been shown, but
perhaps you can from next months.
 
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L

Leo

Hi Glyn,

Thanks for your reply.

I'll check your suggestion at the end of the January when the new monthly
report will be fully generated.
 

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