Complete guide to managing your private investment portfolio
Problem: CSV file won't upload or payments don't match
Solution: Ensure your CSV has Date, Description, and Amount columns. Format dates as MM/DD/YYYY.
Problem: Payment was received but not showing in Beyond
Solution: Check Income page for unconfirmed payments, or add manually if needed.
Problem: IRR seems too high or low
Solution: Verify all purchase prices and payment amounts are accurate. Check for duplicate entries.
Questions? Contact support at support@beyondinvest.com