≡	Fund Manager PORTFOLIO MANAGEMENT SOFTWARE

Re: Generic Categories request

[ Q2 00 - Q2 01 Archive ] [ Current Message Board ] [ Archives ] [ Search ]

Posted by Mark on July 15, 2000 at 21:22:39:

In Reply to: Generic Categories request posted by joeUser on July 15, 2000 at 13:23:25:

: Request:
: Allow the user to create many different categories, and associate investments to those categories. Then have reports that can group on those categories.

: Don't try to anticipate what these categories will be. Allow them to be completely generic, so that each user can work the application according to their individual needs.

: Personally, I'd create a category for investment types (tax, 401k, rollovers, roths, etc), I'd use your asset type labels for detailed break down (large growth, small value, etc), and create another for category for a high level asset type break down (large, small, foreign).

Thanks for the feedback. All of the category labels are user-defined
under "Options/Category Labels...". There are graphs today that plot
based on these categories, but not reports.

Thanks,
Mark
--
Mark Beiley

Fund Manager for Windows 3.1x/95/98/NT

Replies:

| | | |