Answer: Yes! Even if you add a new fund category after your initial data load, it is very easy to make sure it is attributed to the correct funds. FUND CATEGORIES include any of the fields on the fund profile screen that have a drop down option. See screen shots below for instructions.
FAQ: Is there an easy way to assign a new fund category to particular funds? Print
Created by: Alex Brewer
Modified on: Tue, Feb 11, 2020 at 9:36 AM
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