Fund Manager
PORTFOLIO MANAGEMENT SOFTWARE
Contact Us

Default Cash

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

Postby Hood Canal » Sat Nov 04, 2017 8:29 am

Upgraded to current version of FM yesterday. Discovered some default cash accounts in different portfolios no longer function as such. How can I reset them to default?
Hood Canal
 
Posts: 2
Joined: Sat Nov 04, 2017 8:23 am

Postby Mark » Sat Nov 04, 2017 9:18 am

Hi Hood Canal,

You can right mouse click on these sub-portfolios, and choose "Properties...". Here is where you can set the default cash account.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11253
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby Hood Canal » Sun Nov 05, 2017 7:23 am

That worked. Thanks.
Hood Canal
 
Posts: 2
Joined: Sat Nov 04, 2017 8:23 am


Return to General

Who is online

Users browsing this forum: No registered users and 18 guests

FundManagerSoftware.com | Search | Site Map | About Us | Privacy Policy
Copyright © 1993-2024 Beiley Software, Inc. All rights reserved.