Re: distributions

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Posted by Mark on December 29, 2006 at 18:39:57:

In Reply to: distributions posted by Dwayne on December 29, 2006 at 18:32:52:

: Is there a way to automatically post mutual fund distributions and update my accounts? I know how to do it manually. I'm using FM 4.7.

: Thanks

Hi Dwayne,

Yes, in the latest versions (not 4.7) you can "retrieve" transactions, including distributions, from your broker or mutual fund company. You can see a list of all the supported companies here:

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

Thanks,
Mark
--
Fund Manager - Portfolio Management Software

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