Fund Manager
PORTFOLIO MANAGEMENT SOFTWARE
Contact Us

How to locate old entry?

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

Postby nebfinfm » Mon Jan 08, 2018 6:05 am

2-3 years ago I purchased an item and recorded it in FM. Now I remember just the name of seller "Globus". How to locate this old deals . I tried "ctr F" with no luck...
Thanks nebfinfm
nebfinfm
 
Posts: 95
Joined: Thu Apr 07, 2011 12:54 pm

Postby Mark » Mon Jan 08, 2018 8:43 am

Hi nebfinfm,

Create a report at your top level sub-portfolio and sort it by Investment Name. Don't sub-total. Turn on "View / Hidden Investments/Portfolios". Look for the name in the sorted list.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11253
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ


Return to General

Who is online

Users browsing this forum: No registered users and 13 guests

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