Fund Manager
PORTFOLIO MANAGEMENT SOFTWARE
Contact Us

Extract all transaction as CSV

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

Postby Richard L » Sat Feb 01, 2025 8:54 pm

Hi,

I have an investment for which I recorded everything manually for years (buy, sell, dividends) and now I would like to extract all of those data as a CSV extract. Is that possible ?
Richard L
 
Posts: 7
Joined: Fri Aug 28, 2020 10:03 pm

Postby Mark » Sun Feb 02, 2025 1:42 am

Hi Richard,

Yes, you can use:

File / Export / Transactions / Generic...

to export any/all transaction data to a CSV file. You can control the format of how it is exported with a "export format" string you type in. See the "Help" button for details.

You can also export any report data to a CSV file, so you could create an Investment Transaction report and use "File / Export to CSV..." as well.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11684
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 1 guest

FundManagerSoftware.com | Search | Site Map | About Us | Privacy Policy
Copyright © 1993-2025 Beiley Software, Inc. All rights reserved.