posted 06-21-2000 07:15 PM
Account qualifiers are FN's most powerful feature. I have used them in many different ways, especially reporting and transaction entry. I would be interested in hearing others' experiences with this useful facet of the program.
posted 06-21-2000 08:01 PM
I use account qualifiers by statement from brokerage firm or mutual fund company. This way the accounts needed are available in the select account list when entering transactions. When entering prices to update securities, only the securities from that statement will be prompted to entered the price per share. Next run the securities report with the same qualifier and verify the market value and cost basis of the portfolio. The income statement with the qualifier will show the dividend income for the related accounts. Verify the totals. When I get multiple statements from the same firm, I use the qualifier of the firm with a dash and the owner. For example, NAME/BB-XX, where BB is the broker and XX is the initials of the owner.