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Default Cash

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

Postby Hood Canal » Sat Nov 04, 2017 8:29 am

Upgraded to current version of FM yesterday. Discovered some default cash accounts in different portfolios no longer function as such. How can I reset them to default?
Hood Canal
 
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Postby Mark » Sat Nov 04, 2017 9:18 am

Hi Hood Canal,

You can right mouse click on these sub-portfolios, and choose "Properties...". Here is where you can set the default cash account.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Postby Hood Canal » Sun Nov 05, 2017 7:23 am

That worked. Thanks.
Hood Canal
 
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