Mark I am having trouble exporting transactions to Excel. In FM, I select File / Export / Transactions / Generic / [portfolio name]. When I click on the Export Format arrow, there isn't anything to select. If I type in csv or qif and select OK, after typing in a filename, I get back a message that the specified export format is illegal.
Ultimately what I'd like to do is import transactions from Excel into FM. The reason I am trying to export transactions from FM now is to see how I need to format my Excel file for importing back into FM.