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Re: MM account different companies, FM 5?

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Posted by Mark on December 30, 2000 at 19:36:37:

In Reply to: MM account different companies, FM 5? posted by L Larson on December 30, 2000 at 10:20:31:

: Saw recent post that I can use a default cash account evidently for monies that have gone from a MF to a MM account for holding. However I have three diff MF companies, but am able only to create the one acct? Guess I could lump them all in the one place....
: Is/are there any updates on Cap gains figuring in V5?
: Likewise still would like to adjust the horizonal dollar spacing in charts so they are all the same increment in a folio rather than varied...seems like one could adjust the max and min but that means doing every open investment rather than a global option.
: and dare I ask, is FM going to calculate accurate cap gains over the long haul, sort of a check on what Quicken does? Oh yes, I just discovered the single fundimport from Quicken, however it does not always seem to avoid double transactions when importing, not hard to do a check tho...
: I have 'solved' the situation for having an option of not having a start date option on charting, I simply made a new folio with investments I have and set the open date to a couple days prior to the first investment so the start circle can be seen. And dont make any historical changes when that is open.
: Still using 4.2, looking forward to upgrading.

: Lars

Hi Lars,
You can have as many different cash accounts as you want, but you can only
have 1 assigned to a particular portfolio as the "default cash account", which
is where your monies will be transferred to/from when using this portfolio.
You could set up multiple portfolios if you wish.
Version 5 will have "Specific Lot ID" for capital gains, so you can choose
which shares to sell.
If you come across a test case where the Quicken import doesn't work
properly please forward it to us.

Mark Beiley

Fund Manager for Windows 3.1x/95/98/NT

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