Category Labels Dialog

 

This dialog is available from the Options / Category Labels... menu command.

 

This dialog box allows you to customize the labels that will be used for each of the asset types as well as each of the investment goal categories. There are 100 unique asset types as well as 100 unique investment goal categories.  Each label is limited to a maximum of 50 characters.  The labels are remembered from session to session.

 

The asset type and investment goal allocations can be assigned for each investment using the Investment Properties Dialog, imported from a file, assigned during the generic transaction import, or assigned on a symbol basis.

See Also

About Graphs

Investment Properties Dialog

Asset Allocation Report

Goal Allocation Report

Category Importing

 


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