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Investment Transaction Export

Questions on using, creating, or understanding data in Fund Manager reports.

Postby Gally » Mon Feb 23, 2009 2:24 pm

I import my transactions using generic import from a spreadsheet csv file. Can we have an export function for transactions in a csv format as we have for prices.
RGDS Gally
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Postby Mark » Wed Feb 25, 2009 8:41 am

Hi Gally,

Thanks for the feedback. It would be good to offer more export choices, this has lagged behind the import choices. You can use the "Fund Manager Text" export format to export your transactions. All the buys/sells are put in one file, all the prices are put in their own file, and all the distributions are put in their own file. Each one of these files is a tab delimited text file.
Thanks,
Mark
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