Recording transactions

[ Q1-Q3 99 Archive ] [ Current Message Board ] [ Archives ] [ Search ]

Mark - Have you considered recording transactions in portfolios rather than indivdual investments? This would provide a number of advantages, including the following:

1. The entry of transactions would be simplified and data entry errors would be reduced; e.g., you could sell all shares in investment X and invest the proceeds in investment Y.

2. Portfolio transaction histories would now be available instead of only individual investment transaction histories.

3. The need to maintain multiple copies of investments that are held in two or more portfolios would be eliminated.

4. Reports could be generated for all portfolios rather than a single portfolio.

Regards - Tom

Replies:

• Re: Recording transactions Mark 14:48:02 6/26/99 (0)