Re: Default cash accounts

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Posted by Mark on March 09, 2007 at 09:29:52:

In Reply to: Default cash accounts posted by Jerome Rosman on March 08, 2007 at 22:16:11:

: How do I assign a default cash account. I have created an investment in a portfolio called "cash". I entered a starting amount, but when I import transactions and select default cash account the distributions are not added to "cash"

Hi Jerome,

You can do this in the properties of the sub-portfolio. Open up the Portfolio Editor window (View / Portfolio Editor), and right mouse click on a sub-portfolio, and choose "Properties..." from the popup menu.

Thanks,
Mark
--
Fund Manager - Portfolio Management Software

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