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

Postby sinouye » Sun Feb 06, 2011 2:30 pm

Is there any way to change to change the file locations for Fund Manager? I'd like to keep the program and its data on a USB or at least the data, so I can use both at office and home.
sinouye
 
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Postby Mark » Sun Feb 06, 2011 2:39 pm

Hi sinouye,

Yes, you can save your data wherever you want.

If you have all your data files in a single folder right now, you can just move all the files in that folder, together to any new location you want.

When you manually create new investments, you are prompted for the filename and location of where to save. When you automatically create new investments (like during a transaction retrieve), there is an option next to the "Create New Investments Automatically" button that allows you to specify the folder where new investments will be created.

Instead of using a USB drive to store your data, you may also consider just storing the data in the regular folder on your hard drive, but use "Backup" and "Restore" to transfer the data to your other computer.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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