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error in creating an account

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

Postby ishcabible » Tue Aug 04, 2009 11:51 am

i created a sub account but used the wrong name. how do i change the name or how do i delete that account?

thanks,

joe detrano
ishcabible
 
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Joined: Tue Aug 04, 2009 11:47 am

Postby Mark » Tue Aug 04, 2009 11:59 am

Hi Joe,

In the Portfolio Editor window, right mouse click on the sub-portfolio and choose "Properties...". You can change the name there. If you aren't already in the Portfolio Editor window, you can open this under "View / Portfolio Editor".
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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