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Default Daily Price of $1 for High Interest Savings Account

Questions about updating prices or transactions in Fund Manager

Postby Ally Hasen » Sun Mar 05, 2023 11:18 am

Hello Mark,

I have a High Interest Savings Account (HISA) in my Brokerage Account in Canada. In my Brokerage Account statements, it appears under Short-Term Investments, with the Cost and Market Price as $1.

How do I set up the HISA in FM so that when I download prices for that portfolio, the price for the HISA always defaults to $1?

Thanks.
Ally Hasen
 
Posts: 2
Joined: Sun Oct 30, 2011 3:25 am

Postby Mark » Sun Mar 05, 2023 4:33 pm

Hi Ally Hasen,

You can just disable price retrieve for this investment, so it doesn't change from the $1 you've already entered. See "Investment Properties... / Internet Retrieve" and turn off "Retrieve price".
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
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Location: Chandler, AZ


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