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

Postby 4Profits » Sat Jan 27, 2018 6:58 am

Mark,
I thought I asked this question already but could not find it nor could not find if it was possible through the menu structure. I would like to change the default storage for new investments created from a download. Presently they go to user/name/mydocs/fundmanager. I would like to change that to something else like C:/Data/fundmanager/investments.

Is there a default where that can be changed.

Jim
4Profits
 
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Postby Mark » Sun Jan 28, 2018 10:11 am

Hi Jim,

You can set this when you do a transaction retrieve. See the "New Investment Options..." button in the "Import Options" section of the "Retrieve Transactions" dialog.

You can also set this using "File / File Operations / Set Data Location...". This command also sets the location of all your already open investments as well.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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