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Questions about updating prices or transactions in Fund Manager

Postby efe » Thu Sep 20, 2018 2:12 am

Hello,

Pleas could you send links to the following tutorials:

1)How to book stock Buying and Selling
2)How to book Bond buying and Selling
3) How to book Tbills buying and selling

Thank you
efe
 
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Joined: Wed Sep 19, 2018 11:24 am

Postby Mark » Thu Sep 20, 2018 9:21 am

Hi efe,

We don't have separate tutorials on how to enter transactions for each investment type. We do have tutorials on how to record transactions in general. See both the Getting Started - Manual Entry and Data Register tutorials.

For specifics on how to record a bond transaction, see this in the documentation:

https://www.fundmanagersoftware.com/help/bond_tips.html

For a Tbill you probably want to record it either like a bond, or a cash type investment. See the Tracking Cash tutorial.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
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Location: Chandler, AZ

Postby efe » Thu Sep 20, 2018 11:45 am

Thank you so much!
efe
 
Posts: 7
Joined: Wed Sep 19, 2018 11:24 am


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