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Dividends - Personal Version

Questions about updating prices or transactions in Fund Manager

Postby gmow » Tue Sep 05, 2023 7:50 am

Hi Mark, I am looking for an easier way to post dividends. In reading other posts it was suggested to have an option to automatically add dividend values from the income settings. Any thoughts on this addition?

If not, I also import the actual dividend per share but no way to automatically do the calculation against the qty of shares.

Curious how others deal with this?
gmow
 
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Postby Mark » Tue Sep 05, 2023 8:41 am

Hi gmow,

I like the idea of being able to specify the distributions/share in the generic transaction import, instead of the value. This seems more useful than automatically recording a dividend from the income settings properties, which need to be manually updated also. I believe that most people use either transaction retrieval, manual entry, or importing of the dividend transaction from a file, in terms of value.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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