Transferring Fund Manager To A New Computer

Transferring Fund Manager to a new computer is easy.  Just run the installation program on your new computer, and then copy over all of your investment (*.dat) and portfolio (*.mm4) files.  To download the installation program, visit the download page.

When transferring your portfolio (*.mm4) and investment (*.dat) files, keep in mind that portfolios reference their contained investments in a relative manner.  This means that you can move them to a new location, but portfolios and investments should stay in the same relative location to each other.

Advanced Instructions:
Fund Manager stores many of your preferences in the registry.  These preferences include things like memorized reports and your category labels.  You can transfer these preferences using the "regedit" tool.  You can use "regedit" to export the following registry key to a registration file (*.reg):

HKEY_CURRENT_USER\Software\Beiley Software\Fund Manager

and then use "regedit" on your new computer to import that exported registry file.  To start "regedit" just use "Start / Run..." from your Windows Desktop and type in "regedit" (without the double quotes).  It is important to run the Fund Manager installation program after importing this registration file.