Transaction Updates


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.

See Also

Retrieving Transactions

Importing Transactions

Data Register

Copying and Pasting Transaction Data


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