New Investment Options

[Ivan]

Hi Mark,

Just downloaded version 12 personal. In the list of new features is:

Added option to select a default filename format for new investments. Choose <Symbol>.dat or <Symbol>_<Acct #>.dat. See the "New Investment Options" dialog.

I can't find the "New Investment Options" dialog. Can you direct me?

Thanks
Ivan

[Mark]

Hi Ivan,

If you go to any of the "File / Import / Transaction" or transaction retrieve dialogs, and next to the option of "Create New Investments as Needed" option there is an "Options..." button for setting options of newly created investments. It is in this dialog.