by Mark » Thu Mar 27, 2025 12:40 pm
Hi JeanneMarie,
If you use "File / Restore..." you can pick any backup file (*.FMB) to look at. This doesn't restore anything, or change anything, unless you complete the restore operation by choosing "Restore" in the dialog box showing all the contents of the backup file, and restore options.
Do you want to look at a specific investment file, or the whole contents of your backup file? You can choose to only restore a specific investment file, or everything, and you can choose where to restore it to. If you don't want to affect anything about your current data, create a temporary other folder, and choose to restore into this temporary other folder. Once you open up that temporary copy, switch back (File / Open Portfolio...) to your normal location/data, and then you can safely delete that temporary folder.