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Re: commission on a sale?

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Posted by Mark on August 20, 2007 at 16:16:30:

In Reply to: Re: commission on a sale? posted by Vic on August 20, 2007 at 15:55:17:

: Hello,

: I'm evaluating FM v8.6. I can't find the "Investment Properties... / Other" dialog. Can you give me a little more information about where it is? I'm trying to add a forgotten commission to an initial stock purchase.

: Thanks.

Hi Vic,

If you right mouse click on any investment choose "Investment Properties..." from the popup menu. Then, one of the tabs in this dialog is the "Other" tab. This just sets your transaction entry preference on whether this investment uses commissions or not. To actually edit an existing transaction, use the "Data Register". To do this, go to "Edit / All Data..." and select your investment from the list. Set the "Data Type" to "Investments (all)". You will see all of your transactions. Find the one you want to modify, select it, and choose "Edit...".

Thanks,
Mark
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Fund Manager - Portfolio Management Software




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