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Is there a way to have regular scheduled transactions?

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

Postby flyboy320 » Fri Oct 09, 2009 7:46 pm

I regularly transfer a fixed amount into several accounts every week and was wondering if there is a way to have FM enter these automatically?

The problem I have is that I cannot download transactions using FM, as the company I have the investments with is not on FM list. So having FM enter in a scheduled transaction automatically would be great. Is there a way to do this?
flyboy320
 
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Postby Mark » Sat Oct 10, 2009 10:04 am

Hello flyboy320,

Sorry, no, this isn't a feature. Does your broker offer any sort of download, that you could maybe import? This might save some time.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Postby flyboy320 » Sat Oct 10, 2009 10:10 am

Thanks Mark.

I use Scotia iTrade here in Canada;

https://swww.scotiaitrade.com/pages/home/main.shtml

They do not have a download option, so I have to manually add the transactions.

Perhaps this would be an idea to incorporate into later versions (it would certainly save me lots of time every week!!).

Thanks

David
flyboy320
 
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Postby Mark » Sat Oct 10, 2009 10:20 am

Hi David,

Okay, thanks for the idea/feedback.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ


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