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Create Custom Column

Questions on using, creating, or understanding data in Fund Manager reports.

Postby Krista » Sat Mar 26, 2022 12:33 pm

Hi,
Is there any way I can create custom columns to show trade and settlement date? (I would manually populate the trade and settlement date.)
Krista
 
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Postby Mark » Sun Mar 27, 2022 4:23 pm

Hi Krista,

Fund Manager buy/sell transactions only have a single date (usually the "Trade" date).

You can track other investment level dates under the custom investment properties, but these are global to the investment, and not associated to a specific transaction in the investment. You can rename these custom properties to anything you want, and assign them to be dates. You can also include them in Custom reports. See "Options / Custom Investment Properties...", but these probably really aren't what you're looking for, as they are investment specific, and not associated with transactions.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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