HI If i delete an old unused portfolio will FM still keep all the divedends etc earned from when the portfolio was active ie if I need for tax records from say 5 years ago will those transactions be able to be reported on
thanks
alan
|
|
Old subportfolio delete
8 posts
• Page 1 of 1
Hi alan,
The short answer is "no". Instead of "closing" an old sub-portfolio, you should hide it instead. Go to the properties of that sub-portfolio, and turn on the "hidden" attribute. All your transactions are stored in your investment files, and those will still be on your hard drive, and you could open them up again, but you would have to remember which investment files they were. A sub-portfolio remembers what investments belong in that sub-portfolio, so by closing it, you are also closing all the investments in that sub-portfolio.
Hi alan,
It depends on the specific report, but the Capital Gains report will show all taxable gains, whether hidden or not for the requested report period. For a much greater explanation of using hidden investments/sub-portfolios, please see our tutorial on hiding investments.
Hi alan,
Sorry, there is no feature currently to set alerts automatically on a group of investments. It must be done one investment at a time.
Okay, thanks for the feedback.
8 posts
• Page 1 of 1
Who is onlineUsers browsing this forum: No registered users and 9 guests |
FundManagerSoftware.com | Search | Site Map | About Us | Privacy Policy |
Copyright © 1993-2024 Beiley Software, Inc. All rights reserved. |