General Preferences - Other Dialog

This dialog is available from the Options / General Preferences... menu command.

This dialog page allows you to customize other miscellaneous settings. These preferences are memorized from session to session. They include:

Send Price Update at	Enables sending a daily portfolio price(s) alert. When this feature is turned on, an alert will be activated each weekday at the specified time. This is a unique alert, independent of your investment price alerts. Your current alert options will determine how the alert will be sent. This alert only uses the e-mail and paging types of notification. E-mail notifications will report the current price of all open investments, while the paging notifications will fill in the specified paging string with data from only the topmost investment. This alert type handles some of the paging string keywords differently than for investment price alerts. The <hilo> keyword is ignored and the <count> keyword reports the total number of displayed investments. All other keywords work the same as with regular investment price alerts. The portfolio price(s) alert setting is memorized as part of your portfolio.
Initial "Data Type" In Data Register	Controls the initial selection for the "Data Type" when opening the Data Register.
Action When Double Clicking An Investment In Portfolio Editor	This option controls the performed action when double clicking on an investment in the Portfolio Editor. Choose to either open the Investment Properties Dialog or open the Data Register for the clicked on investment.
Weekend Starts On	Choose the first day of the weekend for your locale. Normally this is Saturday.
Default Accounting Method for New Investments	When a new investment is created, the accounting method investment property is set to this value, unless otherwise specified during creation
Transfer Transactions OOP Calculations Use	Specify preference on how to perform OOP calculations involving transfer transactions. Select to either use the original OOP cost of the transferred shares, or the market value of the shares on the transfer date.
File Types to Associate With Fund Manager	Associate any of the listed file types with Fund Manager. Associated files can be opened automatically with Fund Manager by double clicking on these files in Windows Explorer. When opening a .OFX or .QFX file the Import Transactions - Open Financial Exchange Dialog will be displayed with this file specified for import.
Prompt Before Pasting Prices/Transaction	Displays the "Pasting Prices/Transactions" dialog prior to pasting data. See Copying and Pasting Prices and Transactions.
Create Log Files When Importing Transactions	Log files related to importing OFX files or retrieving transactions and position information will be created. These log files can be useful for debug purposes. Log files are stored in the user's Application Data / Fund Manager folder.

See Also