Hello, Robert here. I have Personal Plus 2017

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  • Updated 3 months ago
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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Robert Baillie

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Posted 3 months ago

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David M

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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.