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Updating Expected Dividends?

Questions about updating prices or transactions in Fund Manager

Postby dlevy » Wed Mar 13, 2019 6:08 pm

I get transactions from my brokerage firm's OFX feed. I hoped that a dividend transaction would update the income tab on the investment properties dialogue. That appears not to be the case. When dividends are increased, it seems I need to update the dividend amount by hand. Is that correct? Thanks, David
dlevy
 
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Postby Mark » Thu Mar 14, 2019 9:34 am

Hi David,

Yes, that is correct. The income properties are not automatically updated based on retrieved dividends. Might be an interesting option...
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Location: Chandler, AZ

Postby dlevy » Thu Mar 14, 2019 11:59 am

I would find it hugely helpful as I am projecting 2019 income for estimated tax purposes. :(
dlevy
 
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