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Re: defaults for new investments

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Posted by Mark on November 14, 2005 at 11:09:15:

In Reply to: defaults for new investments posted by jeffrey on November 14, 2005 at 10:44:52:

: recently i am noticing that when i add new investments that the "commission" field is missing and that the new investment is set to not retrieve price updates. i have to finish entering the investment, then go into properties and change the settings, then go into the transaction and add the commission.

: why is this now happening?


Hi Jeffrey,

It sounds like your new investments are set to an investment type of "Cash". Each investment type is set up with different defaults. The cash investment type has the internet retrieve property turned off, and does not use commissions for your transaction entry preference. When you create your new investment, change the investment type to stock if you are tracking something with a commission and want it to retrieve prices by default. The initial value of the investment type is memorized for the new investment dialog. Whatever you last new investment type was, this will be the default the next time you open the new investment dialog.

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



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