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Cash balance (running total) column

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

Postby nebfinfm » Tue Jun 26, 2018 5:42 am

Is it possible to see Cash balance (running total) column after each entry in the Data register ? Maybe just add an extra Share balance column into Data register of Cash type Investment (similar to bank statement). Right now there is Share balance only at the bottom. For example this will help at first glance to find out the highest / lowest balance within certain period.
Thanks nebfinfm
nebfinfm
 
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Postby Mark » Tue Jun 26, 2018 10:46 am

Hi nebfinfm,

If you switch the "Data Type" to "Prices", you will see a balance on every date where you have a recorded price, which should also be every date where you had a transaction.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Location: Chandler, AZ

Postby nebfinfm » Tue Jun 26, 2018 12:50 pm

Hi Mark,

it work, thanks nebfinfm
nebfinfm
 
Posts: 95
Joined: Thu Apr 07, 2011 12:54 pm


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