Hello, Robert here. I have Personal Plus 2017

Robert Baillie
Robert Baillie Member Posts: 1 ✭
edited February 2019 in Personal Plus and Home & Business
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

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  • David M
    David M Member Posts: 92 ✭
    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. 

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