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Importing prices from excell

Questions about updating prices or transactions in Fund Manager

Postby jpklma » Fri Sep 16, 2011 2:28 pm

Can any version of FM personnal import from a Microsoft Excell CSV file? I have an older 6.xx verison that I use to download data from AOL Finance. They have changed their format.

Thank's, John Milburn
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Postby Mark » Fri Sep 16, 2011 2:36 pm

Hi John,

Yes, Fund Manager can import prices from a .CSV file. See "File / Import / Prices / Generic...". You have to type in a "format string", telling Fund Manager the format of your CSV file, like which fields you have, and in what order. For help, press the "Help..." button in this dialog for instructions and examples.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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