My Menus diferent from FM Help

[Kathleen]

I am trying to follow Mark's instructions regarding Cash accounts :
"Turn off price retrieve under "Investment Properties... / Internet Retrieve / Retrieve Price". " I can't find "Investment Properties" in my menus.

When I look at the Help topic for Menu Commands, under Edit, there is a section titled "Investment Data". My menu dropdown for Edit, doesn't have that.

I'm using Personal version 9.7, Quote Module 406, Transaction Module 133 on Windows XP.

From the twilight zone,
Kathleen

[Mark]

Hi Kathleen,

The easiest way to get there is to right mouse click directly on the investment, and then from the pop-up menu (not the main menu along the top of the window) select "Investment Properties...", or in some cases it is just "Properties...".

Here's another way to get to the Investment Properties dialog. Open up the Portfolio Editor window. If it isn't already open, you can bring it up with "View / Portfolio Editor". Browse to your investment, and select it. Now, from the top level menu you can choose "Edit / Properties...".

[Kathleen]

Thanks for your fast reply. I understand it now.

Kathleen

PS : When I saw that "Active To-Do List" was yours, I purchased it and stopped using another, more expensive program. It does just what I need.