Holiday Wish List

[rsokoloff]

Hi Mark,
I have been using FM for nearly a year now and have now adopted it over my previous software. I do have a few thoughts I would like to share regarding features which I believe would be useful. I searched through the forum and help files so hopefully none of these are addressed elsewhere.

1. It would be convenient if during data entry TAB jumped from month to day to year and the + and - keys could be used to increment or decrement these values.
2. Allow the memo field for a transaction to contain more data and provide an option for the memo to be displayed on graphs.
3. Option to show transaction of a graph data point when hovering over it.
4. Sometimes I see a share balance in the data register and other times not. I am not certain why this is but would like to always have this information.
5. When an investment is moved from one portfolio to another the data register of the second portfolio shows a price per share of zero. It would be very helpful to have the actual share price transferred along with the share count.
6. The ability to attach a PDF file to a transaction would be extremely useful for archiving broker statements.

Thank you,
ron

[Mark]

Hi Ron,

Thanks for the feedback. I have some comments/tips on some of your items below:

1) You can use "/" to jump from month to day to year, and the + and - keys will increment or decrement the selected month/day/year. There are also other date control shortcut keys you may wish to use, which are documented here:

http://www.fundmanagersoftware.com/help ... e_Controls

2) Okay.

3) You can do this now. Make sure you have markers turned on, and the option "Graphs / Options / Display... / Display Marker Data in Popup Tooltip". When you hover your cursor over a transaction marker the details on that transaction are shown in a little popup window.

4) A share balance is shown in the Data Register under the "Prices" data type only.

5) How are you moving it?

6) Okay.

[rsokoloff]

Hi Mark,
Thank you for your prompt and helpful reply.

I am using the "Transfer Between" function in the data register for moving investments between portfolios.

Thanks,
ron

[Mark]

Hi Ron,

When you ran that wizard did you enter a non-zero "Market Value"? Which "price per share" are you seeing showing 0? When you use the Transfer Between wizard you should get a single Transfer Out in the source investment and one Transfer In to the destination investment for each original lot that is being transferred. The tax cost basis/date are determined from the cost basis/date of the transferred lot, but the market value of the transferred shares is determined by what you enter for "Market Value" in the Transfer Between wizard.