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Change category name?

General questions about using Fund Manager that do not fit into any other forum.

Postby silvan » Wed Apr 29, 2015 11:13 am

Hi Mark,

Is it possible to change the name of a category? For example, I would like to rename the category Asset Type to Credit Rating.

Thanks, Silvan
silvan
 
Posts: 47
Joined: Sat Apr 11, 2015 2:40 am

Postby Mark » Wed Apr 29, 2015 11:15 am

Hi Silvan,

You can rename all the category labels, but you can't rename "Asset Type" to "Credit Rating". See "Options / Category Labels...". You can use the categories for any purpose you want.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11706
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby silvan » Wed Apr 29, 2015 11:30 am

Thanks Mark,

I know I can rename the labels, but it would be nice to see the appropriate category name in the reports. Could you add this to the wish list?

Silvan
silvan
 
Posts: 47
Joined: Sat Apr 11, 2015 2:40 am

Postby Mark » Wed Apr 29, 2015 11:35 am

Hi Silvan,

Okay, thanks for the feedback. You can rename any of the report titles. (In the Advisor version you can rename any of the report column labels.)
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11706
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ


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