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New File?

General questions about using Fund Manager that do not fit into any other forum.

Postby heidiasst » Thu Jan 10, 2019 9:12 am

Good Morning Mark,

For whatever reason when transferring data onto this computer, the file you created long ago (Closed Accounts) did not come over. I have transferred the data onto a flash drive but, am not seeing how I set up a separate file to download these "Closed Accounts" into.

This is not a new Portfolio rather a new file.

Thanks as always for your assistance.
Heidi
heidiasst
 
Posts: 38
Joined: Fri Mar 06, 2015 10:06 am

Postby Mark » Thu Jan 10, 2019 10:20 am

Hi Heidi,

What type of file are you asking about? FM has 3 general types of files:

.FMB: Backup file
.MM4: Portfolio file
.DAT: Investment file

If you're asking how to open a .mm4 file, just use "File / Open Portfolio..." and you can open it. Portfolio files will also open whatever .dat files belong in sub-portfolios that are part of this portfolio file.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Posts: 8509
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Location: Chandler, AZ

Postby heidiasst » Thu Jan 10, 2019 10:40 am

.MM4 file
heidiasst
 
Posts: 38
Joined: Fri Mar 06, 2015 10:06 am

Postby heidiasst » Fri Jan 11, 2019 11:08 am

The "Closed Account.MM4" file no longer exists

I need to know how I go about adding this back so that I can move the old data over
heidiasst
 
Posts: 38
Joined: Fri Mar 06, 2015 10:06 am

Postby Mark » Fri Jan 11, 2019 11:38 am

Hi Heidi,

To create a .mm4 file, use "File / Save Portfolio As...". You might want to first do "File / Close Portfolio" so you can then create a new/empty .mm4 file that you can start moving things into.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 8509
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ


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