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Upgrading to 9.x

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

Postby tedzo » Fri Oct 17, 2008 3:41 pm

I plan to upgrade to the latest version from 7.x. What files do I need to ed to back to make sure I don't lose anything?

Thanks.
tedzo
 
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Joined: Mon Jan 14, 2008 9:01 am

Postby Mark » Fri Oct 17, 2008 3:59 pm

Hi tedzo,

For upgrading tips, please read:

http://www.fundmanagersoftware.com/upgrade.html

All of your data is stored in your investment (*.dat) and portfolio (*.mm4) files. Also, there are preferences stored in the registry. If you are just upgrading, you really don't need to back up anything. Just install the new version right over your old one, without uninstalling the old one first.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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