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Memo investment property

Questions about updating prices or transactions in Fund Manager

Postby paulstonge » Mon Sep 08, 2008 5:52 pm

Memo is not available as a custom field. Should it be added in a future version of FM?
paulstonge
 
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Postby Mark » Mon Sep 08, 2008 7:12 pm

Hi paulstonge,

Which memo field are you referring to?

Memos associated with transactions are available in the "Investment Transaction" report, but wouldn't be available in a custom report, as that report does not list by transaction.

The memos for a sub-portfolio would be a good idea to add as a new custom report field.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Postby paulstonge » Tue Sep 09, 2008 6:49 am

I was referring to the transaction memo.
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