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recurrent transactio?

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

Postby mkappa74 » Sat Feb 11, 2012 10:38 am

will be possible in next version to add recurrent transaction?
mkappa74
 
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Postby Mark » Sat Feb 11, 2012 10:52 am

Hi mkappa74,

Do you mean for a given contribution that repeats every month? This is possible, but not as nice as if you can just retrieve it from your broker, so you get accurate share quantities. I can see for the case where you are manually entering transactions this could be helpful. It seems it would be more appropriate for mutual funds, instead of stocks, so you know the exact purchase price, and can determine the number of shares.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Postby mkappa74 » Sat Feb 11, 2012 11:13 am

Yes, I'm thinking of monthly (or bi- tri-monthly) trnasaction), related to mutual fund.
Personally, I need of a manual insertion.
mkappa74
 
Posts: 29
Joined: Sun May 11, 2008 7:03 am

Postby Mark » Sat Feb 11, 2012 11:16 am

Hi mkappa74,

Okay, thanks for the idea/feedback.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11846
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ


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