How to handle completed Roth conversions in Boldin (account balance mismatch)?
I completed a Roth conversion this week and updated my account balances in Boldin. However, the software is modeling future conversions at a much lower amount because it seems to be double-counting the withdrawal—treating the conversion as still pending against my updated, reduced balance.
Since the funds have already left the account, Boldin assumes I’ll be short on cash for future conversions, which won't actually be the case.
Is there a way to mark a Roth conversion as "Completed" or force Boldin to recognize that current account balances already reflect the conversion?
I do not want to just delete the conversion in money flows so it does not mess up the tax calculations.
Thanks,