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Additional User-defined Designations

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

Postby senior » Fri Sep 14, 2012 8:11 am

Hi Mark,

is there a way to increase the number of user-defined distributions in menu <F5>
| data type | distributions (all) | ... by, say, two? I’ve already used up the
available two user-defined tags by renaming them to my needs but I’d like to
have at least two further tags without having to sacrifice standard designations.
Greetings, Peter
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Postby Mark » Fri Sep 14, 2012 9:13 am

Hi Peter,

Sorry, no, you can't add additional distribution types. As you've seen, you can change the names/purpose of any of the available distribution types (Options / Distribution Labels...), but you can't increase the number. If you want to check to see which distribution types you're using you could run a Distribution Summary report at your top sub-portfolio level for the history of your portfolios. If you don't trade bonds, you might want to use the Accretion/Amortization distribution types for some other purpose.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Postby senior » Fri Sep 14, 2012 9:29 am

Hi Mark,

many thanks for the quick reply. I feared that your answer would be like this as I’ve tried a lot of possibilities before writing here to the forum.

Have a nice weekend,

Peter
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Joined: Mon Apr 18, 2011 11:21 pm


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