Fund Manager
PORTFOLIO MANAGEMENT SOFTWARE
Contact Us

Dividends - Personal Version

Questions about updating prices or transactions in Fund Manager

Postby gmow » Tue Sep 05, 2023 7:50 am

Hi Mark, I am looking for an easier way to post dividends. In reading other posts it was suggested to have an option to automatically add dividend values from the income settings. Any thoughts on this addition?

If not, I also import the actual dividend per share but no way to automatically do the calculation against the qty of shares.

Curious how others deal with this?
gmow
 
Posts: 27
Joined: Wed May 01, 2019 7:27 am

Postby Mark » Tue Sep 05, 2023 8:41 am

Hi gmow,

I like the idea of being able to specify the distributions/share in the generic transaction import, instead of the value. This seems more useful than automatically recording a dividend from the income settings properties, which need to be manually updated also. I believe that most people use either transaction retrieval, manual entry, or importing of the dividend transaction from a file, in terms of value.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11595
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ


Return to Prices and Transactions

Who is online

Users browsing this forum: No registered users and 12 guests

FundManagerSoftware.com | Search | Site Map | About Us | Privacy Policy
Copyright © 1993-2024 Beiley Software, Inc. All rights reserved.