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Help changing backup options & locations

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

Postby Good_Vibe » Thu Feb 20, 2020 2:26 pm

Mark:
My apologies, this is a really basic question, but I don't know how to change the directory for automatic backups, automatic backup frequency, the directory for different portfolios. Help
Thanks, Phil
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Postby Mark » Thu Feb 20, 2020 3:36 pm

Hi Phil,

The automatic backup location/options can be set under "Options / General Preferences... / Data".

All of your sub-portfolios are stored as part of your one *.mm4 file, which you can set with "File / Save Portfolio As...", or using "File / File Operations / Set Data Location...". The second command will also move any *.dat investment files into the folder you pick.
Thanks,
Mark
Fund Manager - Portfolio Management Software
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