Fund Manager
PORTFOLIO MANAGEMENT SOFTWARE
Contact Us

Update Portfolio Editor list after editing

Questions about updating prices or transactions in Fund Manager

Postby OneEyedMan » Mon Mar 28, 2016 1:49 am

I have been manually editing imported entries in the data register, but the changes are not appearing in the entries shown for each investment in the Portfolio Editor. I have tried saving the investments and the portfolio, but the list still doesn't update. Am I doing something wrong?
OneEyedMan
 
Posts: 9
Joined: Tue Mar 15, 2016 4:52 am

Postby Mark » Mon Mar 28, 2016 8:25 am

Hi OneEyedMan,

What data are you editing exactly? (Prices, transactions, etc?) What field in the Portfolio Editor are you looking at that isn't updating?
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11252
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby OneEyedMan » Fri Apr 01, 2016 1:41 am

Hi Mark
Thanks for your reply. It looks as if my problem was illusory, as it now seems to have disappeared and I have been unable to repeat it! I suspect it was an issue of my understanding of the behaviour of the program.
I apologise for wasting your time on this - are you able to delete my post from the forum?
OneEyedMan
 
Posts: 9
Joined: Tue Mar 15, 2016 4:52 am

Postby Mark » Fri Apr 01, 2016 7:26 am

Hi OneEyedMan,

Glad you got it working. Yes, I can delete your post if you'd like, but it isn't necessary. Let me know if you'd like me to delete it.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11252
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ


Return to Prices and Transactions

Who is online

Users browsing this forum: No registered users and 15 guests

FundManagerSoftware.com | Search | Site Map | About Us | Privacy Policy
Copyright © 1993-2024 Beiley Software, Inc. All rights reserved.