Transactions can be updated manually, imported from various files, or retrieved from your broker or mutual fund company. Retrieving transactions directly is the fastest/easiest way to update your investments. Fund Manager can retrieve transactions directly from a wide variety of brokers and mutual fund companies.
1) Direct Transaction Retrieve:
Retrieving transactions directly from your broker or mutual fund company is the easiest and best method to update your transactions.
2) Importing:
Fund Manager can import transactions from a wide variety of files.
3) Manual Updates:
Manually update transactions using the various Investment Data menu commands, or from within the Data Register.
Copying and Pasting Transaction Data