can I upload a text file for sector, asset, etc into FM?

[drwehby]

Hello Mark,
I want to do a complete reorganization of my lists of assets, sectors, etc. Is there a way to upload a new text file into FM to replace the existing lists? This would allow me to modify, organize, edit, etc, to my liking in a convenient editor, and then upload into FM. I believe someone made a suggestion along these lines in the past, but I don't know if this was implemented. Thank you for your help.

[Mark]

Hello drwehby,

Yes, you can do this. See:

File / Import / Other / Asset Type...
File / Import / Other / Investment Goal...
File / Import / Other / Sector...

Press "Help..." in any of these dialogs for documentation on the file format. You can also make use of the Export commands to get a template, and then modify that for importing.

[drwehby]

Wonderful! Thank you!