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Data Not Found

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

Postby billroot » Sat Apr 14, 2018 5:09 pm

I seem to have a disconnect between my data files and the program files. When I try to open up File Manager it is not finding any of my portfolios or data-as if I am starting all over with a new portfolio setup for the first time
billroot
 
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Joined: Sun Feb 21, 2016 9:26 am

Postby billroot » Sat Apr 14, 2018 5:36 pm

Have got data and master portfolio 'connected', but now get an error message:

ERROR: Unable to create automatic backup folder: C:\Users\Bill|Documents|Fund Manager/autoback
billroot
 
Posts: 10
Joined: Sun Feb 21, 2016 9:26 am

Postby Mark » Sat Apr 14, 2018 6:12 pm

Hi billroot,

Go to "Options / General Preferences... / Data" and set your backup folder location to a valid/existing folder where you have write permission. Use the "Browse..." button there.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11253
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby billroot » Sat Apr 14, 2018 8:53 pm

Ok-Thanks. Seem to be getting this straightened out after integrating with OneDrive. Now for the backup Master Portfolio files, what is used for the 'Open With' dialog box? Thanks
billroot
 
Posts: 10
Joined: Sun Feb 21, 2016 9:26 am

Postby Mark » Sun Apr 15, 2018 9:09 am

Hi billroot,

To use a Fund Manager backup file with the extension of *.FMB, you do so from within Fund Manager. Use "File / Restore..." and select the *.FMB file you wish to restore from.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11253
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ


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