Hello, Robert here. I have Personal Plus 2017

Robert BaillieRobert Baillie Member Posts: 1
edited February 2019 in Accounts Personal Range
When creating a new investment I have a problem, because all my investments are not ASX listed. For example, I have invested in an Index fund (not listed). There is a category "Market Index" which if selected will not proceed without a listed fund code. What category should I choose? I will get dividends re-invested


  • David MDavid M Member Posts: 75
    edited February 2019
    Hi Robert, if you give your Investment a name, a type, and pick the exchange is "other", your investment will be created. You can then manually update prices for valuation when you want, and record all the normal investment transactions. 
Sign In or Register to comment.