Re: Redemption Type

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Posted by Mark on July 26, 2006 at 12:47:58:

In Reply to: Redemption Type posted by Gary Trimmier on July 26, 2006 at 12:28:35:

: Mark,
: In the past we have discussed how to track distributions from a IRA portfolio. We concluded that to accumulate and report such a redemption FM would need to feature a redemption type as such. Additionally, I think a redemption type of income would be usefull. Do you still have plans to consider this in future releases.
: Thanks,
: GT

Hi Gary,

Yes, we're still considering adding categories to assign to individual transactions. For an IRA investment, you may want to turn on the "Tax Free" property for the investment, so that redemptions from this investment do not show up in the capital gains reports.

Thanks,
Mark
--
Fund Manager - Portfolio Management Software

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