Backup

[fiscalis]

Hi Mark,

I'm using FM 11.4 Advisor. I purchased a new computer and followed the posted instructions on how to transfer FM. After making the backup, when I did the restore, I noticed that FM was reporting having 316 .dat files to transfer in. When I opened FM, it went looking for a bunch of missing investments. After a wee bit of looking around, I discovered I had 485 investment files in my old FM directory.

I did a manual transfer of all the .dat files and that seems to have solved the problem, but I thought you should know that FM doesn't appear to backing up all the .dat files correctly.

What do you think?

Thanks,
Bill

[Mark]

Hi Bill,

The backup feature backs up all open investments in the portfolio you have open when you do the backup. This does not necessarily mean all the *.dat files in your Fund Manager data folder. It may be you have some closed investments that you aren't using, or are from a different portfolio file.

One fairly common problem with backup/restore across different computers is that if you don't have the same data path on the new/old computers, you can't restore to the original location. Instead you have to restore to an alternate folder.