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New column with macro

Questions on using, creating, or understanding data in Fund Manager reports.

Postby alpappy » Fri Feb 12, 2016 11:18 am

HI Is it possible t create in custom reports a new column and us a formula or macro
Say for example when using accrual...Taxable income

macro or formula
Accrued income start minus coupon paid plus accrued income end

Thanks
alan
alpappy
 
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Postby Mark » Fri Feb 12, 2016 5:27 pm

Hi alan,

Yes, if you're using the Professional or Advisor versions you can write your own equations and define your own fields. Create a Custom report, and choose the "Custom Settings..." button and then press "Define Fields...". Press the "Help" button in there for instructions/examples.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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