Cannot change tax accounting method on newly added invest

by **paulk** » Tue Nov 17, 2015 8:05 am

Hi Mark

I just set up a new portfolio with 12 or 13 new investments. Some are mutual funds while others are ETFs. All my new investments are defaulted to Avg Cost for tax accounting purposes (per my settings in FM). I then open the properties window for each ETF to change to FIFO method, hit the "apply" button and close the dialogue. When I reenter the properties window the accounting method switches back to Avg Cost. Please help!

by **Mark** » Tue Nov 17, 2015 8:54 am

Hi paulk,

Thanks, I see this same problem. It is a bug in the 2016 version. We'll have to release an update to fix this.

by **paulk** » Tue Nov 17, 2015 9:44 am

Thanks. Looking forward to the fix.

by **Mark** » Tue Nov 17, 2015 10:24 am

Hi paulk,

We just released version 2016.14.2 to address this bug. It is available now on the Download Page.

by **paulk** » Tue Nov 17, 2015 10:58 am

Thanks for the prompt fix! Customer service second to none!

Cannot change tax accounting method on newly added invest

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