Feature Request: Nomenclature for Stock Transfers

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Posted by SS on January 05, 2007 at 16:21:30:

Mark,

FM ought to be able to distinguish an asset buy/sell from an asset transfer, and this is unfortunately not possible as the software currently functions unless I am missing something.

As the software currently functions, one must mark a 'buy' when stocks are transferred into a portfolio/subportfolio. Subsequently, the commensurate balance is deducted from the money market portion of a particular account --a compounded inaccuracy that might be eliminated if the software accounted properly for 'transfers' and other such variations of marking to market.

Not a terribly big deal, but leads to needless accounting errors...Please consider adding a transfer function, in addition to 'buy' and 'sell' functions.

Replies:

• Re: Feature Request: Nomenclature for Stock Transfers Mark 16:30:42 01/05/07 (0)