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Some investments not stored where expected

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

Postby senior » Wed Feb 26, 2020 5:31 am

I found out that the three recent new investments are stored in the root of the HD and not with the rest of the other DAT files in the My_Data folder of FM. How do I get them into the proper folder without losing the content ? I am using FM 2020 Personal 2020.16.3.100 serial 95786.
Greetings,
senior
senior
 
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Joined: Mon Apr 18, 2011 11:21 pm

Postby Mark » Wed Feb 26, 2020 9:33 am

Hi senior,

Use "File / File Operations / Set Data Location...", and it will move everything into the folder you select.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Location: Chandler, AZ

Postby senior » Wed Feb 26, 2020 10:08 pm

Hi Mark,
thanks for your help, it worked fine. One question remains: may I erase the DAT files in the "unwanted" folder or is there a necessary link remaining?

Greetings,
senior
senior
 
Posts: 21
Joined: Mon Apr 18, 2011 11:21 pm

Postby Mark » Thu Feb 27, 2020 10:40 am

Hi senior,

Yes, after you've moved the files, you can safely delete the files from the original location.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11253
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby senior » Thu Feb 27, 2020 10:05 pm

Hi Mark,
I'm happy that all went so smoothly, I really appreciate FM.

Thanks and have a nice weekend,
senior
senior
 
Posts: 21
Joined: Mon Apr 18, 2011 11:21 pm


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