General questions about using Fund Manager that do not fit into any other forum.
-
- Retaining capital gains history when transferring shares
by Exspextations » Wed Mar 12, 2025 4:47 am
- 7 Replies
- 1010 Views
- Last post by Mark
Tue Nov 18, 2025 12:44 pm
-
- Quick New Investment
by gmow » Mon Nov 17, 2025 8:22 am
- 1 Replies
- 7 Views
- Last post by Mark
Tue Nov 18, 2025 12:38 pm
-
- Best Approach Professionally Managed Account Tracking
by rm_organ » Sun Nov 16, 2025 6:54 pm
- 1 Replies
- 12 Views
- Last post by Mark
Tue Nov 18, 2025 12:34 pm
-
- Merrill Lynch not able to retrieve transactions
by irazecher » Sat Oct 18, 2025 7:18 am
- 18 Replies
- 261 Views
- Last post by Mark
Tue Nov 18, 2025 12:29 pm
-
- Easiest way to jump from report to Portfolio Editor
by DKonigsbach » Sun Nov 16, 2025 1:29 am
- 1 Replies
- 11 Views
- Last post by Mark
Sun Nov 16, 2025 1:47 am
-
- size of preview and reconciliation wizard dialogs
by paulk » Mon Nov 04, 2019 7:54 am
- 7 Replies
- 3003 Views
- Last post by Mark
Sat Nov 15, 2025 1:02 am
-
- Snapdragon
by TucsonAl » Wed Nov 12, 2025 1:18 pm
- 2 Replies
- 26 Views
- Last post by TucsonAl
Thu Nov 13, 2025 5:54 am
-
- Create investments by a file import
by Djobydjoba » Tue Nov 11, 2025 4:57 am
- 2 Replies
- 31 Views
- Last post by Djobydjoba
Tue Nov 11, 2025 11:52 am
-
- Investments not showing in Portfolio Editor
by remoreno » Mon Nov 10, 2025 8:42 am
- 3 Replies
- 26 Views
- Last post by Mark
Tue Nov 11, 2025 11:21 am
-
- Vanguard Issue
by LungDoc » Sun Nov 09, 2025 5:26 am
- 1 Replies
- 17 Views
- Last post by Mark
Mon Nov 10, 2025 1:26 am
-
- Error message
by rmiz » Thu Oct 23, 2025 6:06 pm
- 3 Replies
- 59 Views
- Last post by Mark
Sat Oct 25, 2025 8:34 am
-
- D Drive Memory
by heidiasst » Mon Oct 06, 2025 7:48 am
- 6 Replies
- 119 Views
- Last post by heidiasst
Fri Oct 24, 2025 10:32 am
-
- Contacts Folder
by CGB » Thu Oct 02, 2025 6:21 am
- 3 Replies
- 110 Views
- Last post by Mark
Fri Oct 10, 2025 8:31 am
-
- Little issue with status bar
by Djobydjoba » Wed Oct 08, 2025 12:27 pm
- 6 Replies
- 84 Views
- Last post by Djobydjoba
Thu Oct 09, 2025 6:22 pm
-
- DLL Function Issue
by AssetHound » Sun Sep 21, 2025 10:20 am
- 2 Replies
- 102 Views
- Last post by AssetHound
Mon Sep 22, 2025 3:57 pm
-
- Best way to merge 2 subportfolios into 1
by rjwerning » Fri Sep 19, 2025 7:23 am
- 3 Replies
- 91 Views
- Last post by Mark
Fri Sep 19, 2025 11:24 am
-
- backup to laptop; not cloud
by suebrooks39887 » Tue Sep 16, 2025 5:59 am
- 1 Replies
- 68 Views
- Last post by Mark
Tue Sep 16, 2025 8:20 am
-
- FM 26 - Also Reconcile All Sub-Portfolios feature
by Bsrr » Sat Sep 13, 2025 10:39 am
- 2 Replies
- 154 Views
- Last post by Bsrr
Mon Sep 15, 2025 3:08 pm
-
- Thanks for great software, but time to go
by dbender54 » Fri Sep 05, 2025 2:32 pm
- 2 Replies
- 167 Views
- Last post by Bsrr
Sat Sep 13, 2025 10:27 am
-
- Portfolio total
by hmacwilliams » Fri Sep 05, 2025 4:38 pm
- 5 Replies
- 149 Views
- Last post by hmacwilliams
Sun Sep 07, 2025 2:57 pm
-
- error message about INTENGX14.DLL
by slucheri » Sun Sep 07, 2025 12:57 am
- 1 Replies
- 62 Views
- Last post by Mark
Sun Sep 07, 2025 9:12 am
-
- Message when opening up FM Advisor
by ricbertsch » Fri Sep 05, 2025 6:48 am
- 1 Replies
- 85 Views
- Last post by Mark
Fri Sep 05, 2025 7:27 am
-
- Combined portfolio yield
 by gbergou » Thu Aug 28, 2025 1:43 am
- 7 Replies
- 225 Views
- Last post by Mark
Mon Sep 01, 2025 7:34 am
-
- "Dialogs initialized to last positions" with 2 monitors
by Djobydjoba » Thu Aug 07, 2025 2:12 am
- 1 Replies
- 410 Views
- Last post by Mark
Fri Aug 08, 2025 11:59 am
-
- Seasonality not the same between report and graph
by Djobydjoba » Fri Aug 01, 2025 4:28 am
- 2 Replies
- 213 Views
- Last post by Djobydjoba
Fri Aug 01, 2025 8:35 am
-
- Sort order problem with a letter with diacritic
by Djobydjoba » Sat Jul 19, 2025 4:59 am
- 2 Replies
- 322 Views
- Last post by Mark
Mon Jul 28, 2025 9:51 am
-
- Need help fixing a problem
by larryw » Fri Jul 04, 2025 9:01 am
- 2 Replies
- 513 Views
- Last post by larryw
Mon Jul 07, 2025 10:58 pm
-
- Distribution Transaction (Commission Fee) Dialog
by Djobydjoba » Fri Jul 04, 2025 6:34 am
- 1 Replies
- 191 Views
- Last post by Mark
Sun Jul 06, 2025 10:36 am
-
- Morningstar replacement
by richard » Tue Jul 01, 2025 10:42 am
- 1 Replies
- 268 Views
- Last post by Mark
Tue Jul 01, 2025 12:46 pm
-
- Get Access Code
by Good_Vibe » Tue Jul 01, 2025 5:50 am
- 8 Replies
- 392 Views
- Last post by LungDoc
Tue Jul 01, 2025 12:26 pm
-
- Alert Addition
by 4Profits » Thu Aug 01, 2024 8:07 am
- 10 Replies
- 5955 Views
- Last post by Mark
Tue Jun 24, 2025 8:11 am
-
- File/File Operations/Hide Sold Investments
by Bsrr » Fri Jun 20, 2025 1:24 pm
- 1 Replies
- 233 Views
- Last post by Mark
Fri Jun 20, 2025 7:14 pm
-
- Cannot create a new investment
by senior » Tue Jun 10, 2025 1:54 am
- 3 Replies
- 323 Views
- Last post by senior
Tue Jun 10, 2025 9:23 am
-
- Vanguard fund shares converted from investor to admiral
by rmiz » Sun Jun 08, 2025 1:48 pm
- 2 Replies
- 243 Views
- Last post by Mark
Mon Jun 09, 2025 9:45 am
-
- Investment type order
by Djobydjoba » Sat Sep 07, 2024 3:46 am
- 3 Replies
- 4419 Views
- Last post by Mark
Sat Jun 07, 2025 9:31 am
-
- Need to move FM from onedrive to local
by osinv » Fri May 30, 2025 8:11 am
- 2 Replies
- 865 Views
- Last post by osinv
Fri May 30, 2025 9:07 am
-
- can I upload a text file for sector, asset, etc into FM?
by drwehby » Thu May 22, 2025 12:00 pm
- 2 Replies
- 1393 Views
- Last post by drwehby
Fri May 23, 2025 7:47 am
-
- Move Installation to New Computer
by gmow » Mon May 05, 2025 3:15 pm
- 3 Replies
- 5853 Views
- Last post by Mark
Mon May 05, 2025 5:01 pm
-
- Retrieval Problems
by Bosox13 » Fri Apr 11, 2025 6:12 am
- 4 Replies
- 12414 Views
- Last post by Mark
Mon May 05, 2025 7:10 am
-
- File Locations
by surendar jeyadev » Sat Apr 26, 2025 3:00 pm
- 2 Replies
- 4875 Views
- Last post by surendar jeyadev
Sat Apr 26, 2025 5:32 pm
-
- Duplicate filename
by rupertpage » Thu Apr 24, 2025 2:15 am
- 1 Replies
- 1287 Views
- Last post by Mark
Thu Apr 24, 2025 2:44 pm
-
- Transfer between brokers
by rmiz » Sun Apr 06, 2025 1:22 pm
- 1 Replies
- 6767 Views
- Last post by Mark
Mon Apr 07, 2025 8:11 am
-
- Wash Sales Across Multiple Portfolios
by drdegroff » Sat Mar 29, 2025 8:10 am
- 3 Replies
- 7377 Views
- Last post by Mark
Sun Mar 30, 2025 9:34 am
-
- opening backups
by JeanneMarie » Thu Mar 27, 2025 11:47 am
- 2 Replies
- 768 Views
- Last post by JeanneMarie
Thu Mar 27, 2025 6:14 pm
-
- Auto Retrieve
by 4Profits » Sat Mar 22, 2025 9:58 am
- 2 Replies
- 718 Views
- Last post by 4Profits
Sat Mar 22, 2025 11:46 am
-
- How to handle company acqusition
by sponge » Fri Mar 21, 2025 10:40 am
- 1 Replies
- 617 Views
- Last post by Mark
Fri Mar 21, 2025 10:54 am
-
- Portfolio Editor shows NA for Master Portfolio value
by jdzcrib » Mon Mar 17, 2025 7:14 pm
- 1 Replies
- 610 Views
- Last post by Mark
Mon Mar 17, 2025 8:44 pm
-
- Is Yahoo Historical still slow?
by larryw » Sat Mar 15, 2025 7:10 pm
- 1 Replies
- 671 Views
- Last post by Mark
Sat Mar 15, 2025 7:22 pm
-
- Deleting transactions without affecting Cash
by Ally Hasen » Fri Mar 07, 2025 8:22 pm
- 2 Replies
- 777 Views
- Last post by Ally Hasen
Sat Mar 08, 2025 12:12 pm
-
- Deleting an Investment
by Ron AKA » Mon Feb 24, 2025 12:37 pm
- 2 Replies
- 879 Views
- Last post by Ron AKA
Tue Feb 25, 2025 6:10 pm
Return to Board index
Who is online
Users browsing this forum: No registered users and 1 guest
Forum permissions
You cannot post new topics in this forum
You cannot reply to topics in this forum
You cannot edit your posts in this forum
You cannot delete your posts in this forum
You cannot post attachments in this forum
|