Export to Moneyguide Pro?

[DKonigsbach]

Is there a way to export my investments from Fund Manager into Moneyguide Pro?

It doesn't even have to be easy. Better for me to do work than for my adviser having to manually enter it into his software.

Thanks, and I really like FM!
- Dan

[Mark]

Hi Dan,

I'd suggest finding out what file formats Moneyguide Pro can import, and then going to Fund Manager under "File / Export / Transactions" and export the most appropriate format. Fund Manager can export your transactions to either the QIF format, or a Generic (CSV/Text) format. The QIF format would probably be easiest, as that is a defined format that would import more easily. The CSV/Text format is good for reading into Excel, and some programs can import from this format, but it would require you to probably massage the data, and/or tell the importing program the format of your file in some way. When you use the Generic export you specify what data you want exported, and in what format by entering a format string to use for export. See the "Help" button in this dialog for an explanation/examples.