Why do I get the message that investments in the auto-backup directory are currently open?
Fund Manager can automatically back up your investment
data for you. Versions prior to 9.0 did this by copying your investment files into a
directory you can specify. To control the automatic backup
settings see the "Options /
Preferences... / Data" dialog. Also use this dialog to
determine the location of the automatic backup directory.
You should normally not have any
investments opened directly from this automatic backup folder. If
you do, you will get an error when Fund Manager tries to do its next
Upgrading to a 9.0 or later version will eliminate this problem, as the backups are now a consolidated .FMB file. To fix this problem with pre-9.x versions create a Custom
report with the field "Path and filename", so you can see the directory
where all your investments are located. Once you identify the
problematic investments use the
Portfolio Editor to re-save these investments to a new location.
Select each investment you need to move, and then choose "File / Save
Investment As..." and assign that investment a new filename outside of
the automatic backup folder. Repeat this for each investment
located in your auto-backup directory, until all the investments are
saved outside of this folder.
Return to the FAQ.