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Custom Reports and fields

Questions on using, creating, or understanding data in Fund Manager reports.

Postby joesk » Mon Dec 30, 2024 9:47 am

I recently moved/installed Fund Manager to new computer. Is there a file on the old computer that has the custom reports and custom fields I used while FM was installed on the old computer. Is it possible to copy the file from that computer to the new and recover my work?

Thanks
joesk
 
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Joined: Thu Jan 11, 2024 9:39 am

Postby Mark » Mon Dec 30, 2024 9:50 am

Hi joesk,

Yes, they are stored in the registry, and can be transferred with a backup/restore. Please see these instructions:

https://www.fundmanagersoftware.com/newcomputer.html
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Location: Chandler, AZ


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