Re: Undoing OFX data

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Posted by Mark on August 12, 2006 at 13:01:03:

In Reply to: Undoing OFX data posted by Steve on August 11, 2006 at 22:07:57:

: Is there a means to undo imported OFX retrievals if users decide, upon retrieval, that they'd rather not use it?

Hi Steve,

There isn't a specific "undo" command for this, but there are 2 ways you can essentially do the same thing:

1) When you retrieve, you will get the option to preview all the retrieved transactions before they are added to your investments. You can just "Cancel" the dialog at this point.

2) The second option is to close the investments without saving them. To do this, make sure "Options / Save Investments On Exit" is turned off, and then just close Fund Manager or close your portfolio. If you think there is a likelyhood that you may use this method you might want to do a save right before your retrieve, so you're only not saving the changes from the retrieve.

Thanks,
Mark
--
Fund Manager - Portfolio Management Software

Replies:

• Re: Undoing OFX data Steve 14:42:36 08/12/06 (1)
  • Re: Undoing OFX data Mark 15:14:45 08/12/06 (0)