Asset Type

[Beagle47]

Hi Mark
I use Asset Type as an analysis tool but its use is very time consuming. A few suggestions which would speed things up for me and maybe others.

1. An ability to edit the asset type for multiple investments at once
2. A key stroke sequence to get to the pick list rather than working through the tabs
3. An option to select the asset type by tick box rather than % if a split is not required
4. The option to sort the asset types in the drop down list (the most used ones tend to be newly created and are well down the list). Better still if the program sorted them with the most recently used to the top - with 'default', renamed to 'undefined' staying at the very top.

Regards ............ Alan

[Mark]

Hi Alan,

Good points, thank you. If you do a lot of changing, you may consider using the import/export feature. See "File / Import/Export / Other / Asset Type...".

[Djobydjoba]

Hi,

I support all these ideas. Some simple changes of the interface could greatly improve the work with categories when used intensively.

For memory, my precedent request on the same subject :
http://www.fundmanagersoftware.com/foru ... php?t=1578

Regards,
Djoby.