Re: Definition of "balk"

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In Reply to: Re: Definition of "balk" posted by Mark on September 24, 2005 at 10:36:42:

: Hi Mike,

: Thanks, I understand now. This is indeed a weakness of Fund Manager, that you can't really work with your portfolios/investments until you have at least one open investment. That one investment can be in any sub-portfolio, but if you have no open investments in any sub-portfolio, you'll only get the File/Help menu items. This is an area we plan to make more user friendly in a future version.

: Since you have your QIF data, instead of using the new portfolio wizard to first create an empty portfolio, just use "File / Import / Transactions / Quicken (*.QIF)..." from the simple File / Help menu. Once you've imported your transactions you will then see the full set of menus, and you can do any additional organizing you want.

: Thanks,
: Mark
: --
: Mark Beiley
: Fund Manager, portfolio management software for Windows 95/98/ME/NT/00/XP/2003
:

:=================================================
Hi Mark!

You said, “This is indeed a weakness of Fund Manager, that you can't really work with your portfolios/investments until you have at least one open investment. That one investment can be in any sub-portfolio, but if you have no open investments in any sub-portfolio, you'll only get the File/Help menu items. This is an area we plan to make more user friendly in a future version.”

So please help me understand something. I alluded in an earlier email that I’m not afraid to go 100% to cash when the market turns. I’m sort of a short-term market timer that way. I’m not much into the buy-and-hold philosophy. When the dark clouds loom, I sell everything. And I do mean everything.

So are you telling me that if I sell all my stocks, and my all portfolios and sub-portfolios have only their default cash accounts, that I’m going to be unable to work with the MM4 file? Wow! That’s a big “uh-oh” for me. Or does the default cash account constitute a bonafide investment for the purposes of FM? If so, is there a way to define the default cash account within (or outside of) the New Portfolio Wizard, with some funds in it, so FM will honor my portfolio’s existence?

-Mike.

Replies:

• Re: Definition of "balk" Mark 00:01:59 09/25/05 (0)