Re: Entries duplicated in reports

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In Reply to: Entries duplicated in reports posted by Jack on January 28, 2006 at 13:42:15:

: I've returned to using Fund Manager after a couple of years break, and updated all my investments. I've also moved the files from the default folder into a new folder in "My Documents", so that back-ups are easier.

: However, I now find that when I produce a report, each investment is duplicated, i.e. it appears twice on successive lines, and so portfolio size is doubled.

: How do I fix this?

Hi Jack,

It sounds like you have each investment opened more than once, from different locations. You'll want to "close" the investments you don't want, probably the ones from your old location. You can do this most easily from the Portfolio Editor (View / Portfolio Editor). Make sure the Portfolio Editor is displaying the "Location" field. If it isn't, use "View / List Columns..." to turn on that field. You can sort the list by Location by clicking on that column's header, so all investments in similar locations will be next to each other. Then, select all your investments that are in the old location, that you want to close. You can use the "Ctrl" and "Shift" keys to help select multiple investments. Select "Edit / Close" from the menu to close all the selected investments. Save your portfolio.

Thanks,
Mark
--
Mark Beiley
Fund Manager, portfolio management software for Windows 95/98/ME/NT/00/XP/2003

Replies:

• Re: Entries duplicated in reports Jack 18:50:02 01/29/06 (0)