Greetings. I am in way over my head with Panorama X, using advanced functions on my 9th day of using it. I’ve created a transaction table for brokerage data input with the fields always being positive, e.g. a sell order is still entered as a positive number for shares even though shares will decrease. The buy dollar amount is entered as a positive, even thought the cash is going out and the balance will decrease. So I have code to change what’s input (like sh_input) to what the actual field is (shares) and change to a positive or negative as required.
I have a Balance field that is updated for almost any change to the Transaction record. After my code runs, the cursor ends up on the Balance field-not unexpectedly. Is there a way to redirect the cursor to the field that was changed, or the next field in the tab order?
(Yeah, crazy to do something this complex as a newbie…I know that. I’m racing against a deadline so that I don’t have to renew my Quicken subscription next month).
Most of the fields that would affect Balance call the procedure below:
if Action = "Buy"
Basis = Amount + Fees
Cash = (Amount + Fees) * -1
Shares = Sh_Input
Elseif Action = "Sell"
Basis = Basis_Input*-1
Cash = Amount - Fees
Shares = Sh_Input*-1
Elseif Action = "Xfer"
Basis = Basis_Input*-1
Cash = 0
Shares = Sh_Input*-1
Elseif Action = "Adj"
Basis = 0
Cash = Amount
Elseif Action = "Cash"
Basis = 0
Cash = Amount
endif
Field Balance
formulafill 0+Cash
runningtotal
Thanks for any help you can provide.