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Correcting entry errors

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

Postby nrsmd » Fri Jul 17, 2009 8:23 pm

I created all my accounts and subaccounts, but noted that I entered a wrong number for the shares. I cannot figure out how to correct the error.

I could delete the entry, but would like to know how to make this correction.
nrsmd
 
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Joined: Fri Jul 17, 2009 8:16 pm

Postby Mark » Sat Jul 18, 2009 12:14 pm

Hi nrsmd,

In the Portfolio Editor window double click on the investment in question. This will open up the Data Register with that investment selected. Change the data type to "Investments (all)". This will list all of your transactions in that investment. Select the one in error, and press "Edit..." and make the change necessary.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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