Re: New Cash Account w/ Copied Stock Transactions

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Posted by Mark on September 02, 2006 at 16:11:40:

In Reply to: Re: New Cash Account w/ Copied Stock Transactions posted by Steve on September 02, 2006 at 15:53:18:

: There still seems to be much that I only presumed to understand about how FM handles the default cash account...

: When a stock investment is entered, it is also entered by default as a debit in the default cash account, correct? And when stock investments are closed, the debits are also closed by default in the default cash account.

: If so, it would stand to reason, I think, that copied investments would receive the same default treatment. Maybe I'm missing something, though.

Hi Steve,

You have a valid point, but copying investments into a portfolio does not affect the default cash account.

Thanks,
Mark
--
Fund Manager - Portfolio Management Software

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