Income setting wrinkle

[crawfordn]

Hi Mark,
I notice that when a purchase is made of an existing security, for whom the income amount and schedule have previously been entered for the symbol, the new holding does not pick up the standing income figures. Rather the symbol entry reads that there is now different income info for different accounts. When you look under the symbol, the income shows as no income (the info from the recent purchase) rather than the previously entered and correct amounts. The prior holdings of the security continue to have the correct info. I suspect this is just a matter of a fix to the new income module whereby it assigns the old info to a new holding under that same symbol. Maybe a 10.3 fix. It's been a whole week since 10.2. Thanks, Rick

[Mark]

Hi Rick,

Thanks for the feedback. Currently, the "Income" properties of new investments besides Bonds and T-Bills default to "No Income". It would be better to look for other investments with the same symbol, and default to their income settings. We'll plan on adding this for 10.3.

[crawfordn]

Thanks Mark, as always, for the quick response and action. Rick