Fund Manager
PORTFOLIO MANAGEMENT SOFTWARE
Contact Us

Account with Zero Balances.

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

Postby aviator » Tue Nov 09, 2010 6:52 am

Hi Mark,

Is there a way to hide accounts with zero balances? Currently, I have three accounts with zero balances (i.e., the securities within these accounts have been sold and the securities hidden).

There might, however, be a future need for these accounts so I'm not sure I want them closed. Is there a way to hide these accounts, similar to how securities can be hidden?

Thanks.
aviator
 
Posts: 419
Joined: Thu Jul 09, 2009 4:47 am

Postby Mark » Tue Nov 09, 2010 11:01 am

Hi aviator,

Yes. See the "Portfolio Properties..." dialog, and there is an option to mark the sub-portfolio as hidden. It is then controlled with "View / Hidden Investments/Portfolios", just like hidden investments.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11835
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby aviator » Tue Nov 09, 2010 12:46 pm

Thanks, Mark.
aviator
 
Posts: 419
Joined: Thu Jul 09, 2009 4:47 am


Return to General

Who is online

Users browsing this forum: No registered users and 4 guests

FundManagerSoftware.com | Search | Site Map | About Us | Privacy Policy
Copyright © 1993-2025 Beiley Software, Inc. All rights reserved.
cron