New suggestions/comments

[jmkwasnik]

Hello Mark.
I have used Captools for some time and looking for another program as replacement. In Captools, I had an option to add a blank line or add a line with all the fields copied from the previous line. I would think that this would be helpful in data entry on the investment data/all transactions page especially if you are doing many similar entries like monthly investments of mutual funds over several years. Suggest this would be only permitted in the "investment data entry/all transaction types" and feature would be added to the double greater than drop down.
Also my scroll wheel does not work as anticipated since the transaction subset(s) change when I am just trying the scroll through all the transactions instead of using the slide bar to scroll.
Thanks,
Jim Kwasnik

[Mark]

Hi Jim,

Thanks for trying Fund Manager and the feedback. You can do something like this now by using copy/paste. If you want to duplicate a transaction, select it, right mouse click and choose "Copy". Right click again, and choose "Paste".

On the mouse scroll wheel issue, I believe what is happening is that when you select your desired "Data Type", the input focus remains on the data type combo box. If you use your scroll wheel now, you are scrolling the data type. However, if you select your data type, and then either left mouse click in the main list view or hit the Tab key on your keyboard, that will move the input focus to the main list view, where your mouse scroll wheel works as you want.

Also, in case you hadn't seen it, we do have a helper spreadsheet for importing transactions from Captools into Fund Manager:

http://www.fundmanagersoftware.com/captools_import.html