Fund Manager
PORTFOLIO MANAGEMENT SOFTWARE
Contact Us

Add new fields in data register window

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

Postby JohnC » Fri Nov 30, 2012 9:11 am

I apologies for what is probably a very stupid question, but here goes:

After having installed Fund Manager, I decided to enter all of my old data for one investment by hand as a way of getting to grips with things and prior to exploring Import for a lot of data.

The very first thing that I needed to do was to record "tax credits" that accompanied a dividend reinvestment. I thought - I just need a new custom column in the data register window. Well I have totally failed to find a way to do this.

Any suggestions on a simple was to proceed would be much appreciated.

Thanks

JohnC :mrgreen:
JohnC
 
Posts: 2
Joined: Fri Nov 30, 2012 8:59 am

Postby Mark » Fri Nov 30, 2012 10:45 am

Hi JohnC,

These are usually recorded as a separate distribution "type". You can customize the labels of the distribution types under "Options / Distribution Labels...", so you might want to rename one of the "User Defined" distribution types to "Tax Credit", and then use this when recording.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11708
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby JohnC » Mon Dec 03, 2012 6:50 am

Thanks Mark

I will give it a go.

JohnC
JohnC
 
Posts: 2
Joined: Fri Nov 30, 2012 8:59 am


Return to General

Who is online

Users browsing this forum: No registered users and 18 guests

FundManagerSoftware.com | Search | Site Map | About Us | Privacy Policy
Copyright © 1993-2025 Beiley Software, Inc. All rights reserved.
cron