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new investments go to desktop not FM folder

Questions about updating prices or transactions in Fund Manager

Postby alpappy » Sun Sep 04, 2016 9:56 pm

HI each time I create a new investment it gets placed onthe desktop as a DAT

How do I get this to save in the correct folder as each time I have to do this manually using the file operations data location menu

CAn I delete the copies on the desktop at some stage
thanks

alan
alpappy
 
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Postby Mark » Mon Sep 05, 2016 4:01 pm

Hi alan,

How are you creating new investments?

If you use the "New Investment" dialog, at the end you are prompted for a filename/location. Just browse to the location where you want your investment saved. FM remembers your last location, and defaults it to this next time.

If you are automatically creating them during import or retrieve, click on the "New Investment Options..." dialog to choose the location.

If you're not using the investment files on your desktop you can delete them. For example, if you use the "Set Data Location", and move everything somewhere else, then you wouldn't be using the ones left on your desktop.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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