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Remote access? And, Memo field when entering new Investment?

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

Postby heidiasst » Mon Mar 08, 2021 2:16 pm

Hi Mark,

I am looking into using Fund Manager remotely from home. Last year, I just disconnected my desktop, tower, etc and lugged it home. I see that there are ways to use Fund Manager remotely but, what I saw on the Message Boards seemed dated. Anything new and improved out there that I can look into?

Also, I am throwing this in to the "Suggestion Box"....if there is a way you could add a "Memo" field to the New Investment Transaction box that would be AMAZING! I use the memo box often and have to enter in the investment first and then go back into the investment in order to make my notes in the "Memo" field.

Heidi
heidiasst
 
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Postby Mark » Mon Mar 08, 2021 3:40 pm

Hi Heidi,

The way to do this is with the portable/cloud mode.

Thanks for the feature suggestion, makes sense...
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Location: Chandler, AZ


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