Fund Manager
PORTFOLIO MANAGEMENT SOFTWARE
Contact Us

How to copy Category Labels to Excel / Word

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

Postby nebfinfm » Fri Oct 23, 2020 3:47 am

I would like to copy complete list of "Category Labels" and "Investment Types" to Excel or Word. Once I made it, but I forget how.... :cry:

Thanks Nebfinfm
nebfinfm
 
Posts: 85
Joined: Thu Apr 07, 2011 12:54 pm

Postby Mark » Fri Oct 23, 2020 9:12 am

Hi Nebfinfm,

Do you just want the labels/types, or do you want them for each investment?
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 9550
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby nebfinfm » Fri Oct 23, 2020 1:04 pm

I want print list of existing labels, so I can conveniently see what I have. The reason is I want to add / modify / rearrange labels. Thanks Nebfinfm
nebfinfm
 
Posts: 85
Joined: Thu Apr 07, 2011 12:54 pm

Postby Mark » Fri Oct 23, 2020 5:41 pm

Hi Nebfinfm,

Here is how you can do this:

Create a Custom report with the field "Asset Type" and turn off sub-totals, and list by asset type.

Do the same for investment type.

Within each report use "File / Export to CSV...".
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 9550
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ


Return to General

Who is online

Users browsing this forum: No registered users and 3 guests

FundManagerSoftware.com | Search | Site Map | About Us | Privacy Policy
Copyright © 1993-2020 Beiley Software, Inc. All rights reserved.