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New Investment "Description" and "Memo" notes

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

Postby ThomasK » Fri Dec 17, 2021 1:29 pm

Hi Mark,

When we create a New Investment I think that, in addition to the "Description", it would be great to have the ability to include a "Memo". I'm thinking that it would be good to see in the Data Register a note on the first transaction/opening of an investment. Of course I go into the Data Register to put my note under "Memo".

In fact, both Description and Memo for the New Investment could indeed be the same thing? Perhaps a check box to create from "Description" a duplicate "Memo" for a New Investment?

Just a thought,
Thomas
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Postby Mark » Fri Dec 17, 2021 5:17 pm

Hi Thomas,

Makes sense, thanks for the feedback.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Postby Houstonwb » Wed Oct 26, 2022 9:38 am

Does the "Description"/"Memo" field truncate (perhaps at 50 characters)? I have a windy description of beneficiaries in my portfolio/sub-portfolio Memo field that seems to get cut off when I run (and Export to CSV) a custom report to import into Excel.

Description For investments their "Description" field, for sub-portfolios their "Memo" field
Houstonwb
 
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Postby Mark » Wed Oct 26, 2022 4:05 pm

Hi Houstonwb,

Yes, it does have a limit of 49 characters.
Thanks,
Mark
Fund Manager - Portfolio Management Software
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