Re: differences between backups

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Posted by Mark on April 16, 2007 at 14:09:26:

In Reply to: Re: differences between backups posted by John on April 16, 2007 at 13:55:09:

: Mark,

: Thanks for the clarification. Based on what you said, I think I'm just going to make backup copies of the data folder myself, but I'm still a bit confused as to why the backup command doesn't do that. Why leave out the portfolio file?

There's no good reason. This feature just hasn't kept up with the rest of the features in FM.

: Just to be clear, am I correct in understanding that the data folder contains *all* the data I need in order to restore things?

It depends on where you have stored your data. By default, all investments and portfolios are stored in the "My_Data" folder, but you could have chosen a different location. If all of your data is in the "My_Data" folder, then yes, it contains everything you need.

: I have a couple related questions regarding the other files in the data folder. I noticed that the investment files saved with the backup command don't include files that have been closed, so I'm wondering:

: Is it ok to remove closed investment data files from the data folder?

Yes. If you aren't using the investments anymore, you can safely delete them.

: Is there a way to have all closed investment data files automatically found and removed from FM?

If they're closed, then they're already removed from FM. I think you're asking if you can remove them from the data folder? There is no automated way of doing this. One tip is to create a custom report with the "Path and filename" field. This way you can quickly see all of the investment's location and filenames.

: If I want to rename investment data files without confusing the program, is the best way to close the investment, rename the file, and then reopen the investment with the new name?

Yes, this would work. An easier way is to select an investment in the Portfolio Editor, and use "File / Save Investment As...". You can then delete the old investment file outside of FM.

: Thanks,

: -John

Thanks,
Mark
--
Fund Manager - Portfolio Management Software

Replies:

• Re: differences between backups John 14:42:04 04/16/07 (0)