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RMD periodic transactions

Questions about updating prices or transactions in Fund Manager

Postby golden-berg » Tue Apr 13, 2021 8:29 am

Hello Mark,
Is there a way to schedule monthly transactions e.g. to sell from cash account same amount on same day each month?
golden-berg
 
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Postby Mark » Tue Apr 13, 2021 9:41 am

Hi golden-berg,

Sorry, no, this isn't a feature. However, you can copy/paste transactions in the Data Register. This makes it easy to just change the date on the pasted transaction.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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