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

Postby jb3 » Mon Aug 15, 2022 10:26 am

Great. Thanks, Mark. What is the file format that FM will recognize and read?
jb3
 
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Postby Mark » Mon Aug 15, 2022 11:56 am

Hi jb3,

It is a CSV formatted file. If you open up the import dialog, and press Help it will show you the documentation, or you can view it online here:

https://www.fundmanagersoftware.com/hel ... t_cat.html

The import and export both use the same format, so you can first export, and then just modify the exported file before importing it.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Postby jb3 » Tue Aug 16, 2022 11:34 am

Got it. Thanks for your help and patience, Mark.

J
jb3
 
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Joined: Thu May 14, 2009 7:39 am

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