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default folder new investment

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

Postby alciati » Thu Sep 05, 2019 1:23 am

Hi Marc
is there a way in setting to choose the default folder where new investments are saved when created?

Thanks

Andrea
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Postby Mark » Thu Sep 05, 2019 8:23 am

Hi Andrea,

Yes, use "File / File Operations / Set Data Location...". This will allow you to specify a folder where all your data will be stored. Any files not currently in that folder will be moved there, and the default folder for new investments will be set to this folder.

Besides this command, you can also view/set the default folder for new investments by pressing the "New Investment Options..." button in the transaction retrieve wizard.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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