Advent Axys

[akotaev]

Hello everyone,

I've been using Advent Axys for about ten years now. Decided to make a switch but running into an issue of importing advent files into Fund Manager. Has anyone done it before? Any pointers? Thanks!

Alan

[Mark]

Hi Alan,

I don't have specific experience exporting from Axys. Maybe someone else has, and they can comment...

I can give general guidelines. You would need to export "transactions" from Axys to some standard file format (CSV, OFX, QFX, or QIF). You would then import these into Fund Manager using the appropriate menu item under "File / Import / Transactions", depending on the format exported.