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General questions about using Fund Manager that do not fit into any other forum.

Postby lbrandon » Sat Feb 06, 2010 5:50 pm

Hi Mark
There was already a F
M data file in the
My Documents folder. But there iwas one in the F
M programs folder as well.I deleted the
Fm data file inThe FM programs folder. I still get the access denied error
message When I try to close FM from the auto save diologue. data is being saved either. I tried to make sure that FM was opening the My Documents file. The data fie in the programs folder is gone I double checked
Lawrence Brandon
lbrandon
 
Posts: 27
Joined: Mon Nov 12, 2007 2:51 pm
Location: Wake Forest NC USA

Postby Mark » Sat Feb 06, 2010 6:42 pm

Hi Lawrence,

Check and see where your data files are open from. I wouldn't delete anything, including the data files in the Program Files folder. You may still be using them.

To figure out where your data files are coming from, there are a couple of easy ways:

1) Create a "Custom" report, and add the "Path and filename" field. Set the portfolio to report on as your topmost sub-portfolio, turn off sub-totals, and list by investment. This will show you where all your investments are coming from, and the total at the bottom will show where your portfolio file is coming from.

2) Add the "Location" field to the Portfolio Editor using "View / List Columns...".

If you need to change the location of some investment, select it, and choose "File / Save Investment As..." and pick the location in your "My Documents \ Fund Manager" folder.

Once you've made sure all your data files are coming from this folder, you should not get that error anymore, unless for some reason your data files are marked as read-only.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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