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Tax Exchange Format Export

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

Postby Bompa » Fri Feb 27, 2015 6:33 pm

Mark,
I'm not seeing the File/Export/TXF option.
Has it moved somewhere?
I'm wanting to export my portfolio for importing to turbo-Tax.

Thanks
Dennis
Bompa
 
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Postby Mark » Sat Feb 28, 2015 9:40 am

Hi Dennis,

You must first create a Capital Gains report. Then, from within this Capital Gains report, you will see the menu command "File / Export to TXF...".
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Location: Chandler, AZ

Postby Bompa » Wed Mar 04, 2015 10:57 am

Duh........ Thank You...again
Bompa
 
Posts: 16
Joined: Wed Nov 09, 2011 10:31 am


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