Re: Retrieving transactions

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Posted by Mark on October 13, 2007 at 14:16:20:

In Reply to: Re: Retrieving transactions posted by Tim Gibbs on October 12, 2007 at 23:18:41:

: Hi Mark. Yes, I have both those options selected and still do not pick up any transactions. Unless you have an additional suggestion, I think I will delete all the portfolio data and set it up again from zero to see if somehow I made a mistake in the setup. Thanks

Hi Tim,

You don't need to delete your existing portfolio data. You can just create a new/empty sub-portfolio, and then retrieve that sub-portfolio. Look at the getting started tutorial under the section of "Retrieving Historical Transactions":

http://www.fundmanagersoftware.com/tutor.html

If you still don't see any transactions retrieved, take a look in the log files. It might provide a clue. For info on finding and looking at the log files, read the bottom of this page:

http://www.fundmanagersoftware.com/tintrtv.html

If you need help looking at them, you can email the log files as an attachment to me.

Thanks,
Mark
--
Fund Manager - Portfolio Management Software

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