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Import generic goal

General questions about using Fund Manager that do not fit into any other forum.

Postby everner » Wed Jul 21, 2021 2:46 pm

I am evaluating Fund Manager and have a question about importing transactions using the generic method. I would like to assign categories to GOAL during the import. The comment says "Specifies the investment goal when creating a new investment. Can be any string matching a defined investment goal category label", and I am wondering if this works at the transaction level, and if I have to somehow define these goals before importing the data.
Thanks
everner
 
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Postby Mark » Wed Jul 21, 2021 3:45 pm

Hi everner,

Categories (goals, asset type, and sector) are investment level properties, not transaction level. The category labels can be adjusted any time you want under "Options / Category Labels...". It is just that at the time of import, if you want to assign these goals, the importing data must match the goals as defined at the time of import. If you're interested to learn more about using Categories, we have a Category Tutorial.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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