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Convert from Investment Account Manager 2.0

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

Postby finmanjim » Fri Feb 11, 2011 8:17 pm

Mark,

Is it possible to convert files from Investment Account Manager 2.0 (formerly Portfolio Manager 5) from QUANTIX Software (http://www.investmentaccountmanager.com/) to Fund Manager?

Thanks.

Jim
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Postby Mark » Sat Feb 12, 2011 9:00 am

Hi Jim,

We don't have anything special from importing from this product. Can you export from that program to any sort of standard file, like OFX, QIF, CSV, or TXT? Usually these sort of commands are under "File / Export" on most programs.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Postby paulk » Sat Feb 12, 2011 5:19 pm

Jim

I don't think you can convert from IAM2. I am also coming from Portfolio Manager and couldn't convert my files. However I can vouch for Fund Manager being a superior product and worth the transition.
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Postby finmanjim » Sun Feb 13, 2011 11:38 am

Thank you for the replies. The personal attention given to those that post on this forum is a major reason to switch.

Jim
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