Fund Manager
PORTFOLIO MANAGEMENT SOFTWARE
Contact Us

Import transactions from Excel Spreadsheet

[ Q2 03 - Q4 05 Archive ] [ Current Message Board ] [ Archives ] [ Search ]

Posted by Lang Tu on April 15, 2003 at 12:00:49:

Dear Mark,
I have tried for a day to convert all my historical transactions recorded oin an Excel spreadsheet but unsuccessful. First I tried to save the Excel spreadsheet as *.CSV, then copy the data on Notepad to save under *.txt. But it did not work. Fund Manager does not import the data (using Import transactions with generic format) although I have checked the string format multiple times.
I would be most grateful if you could send me clear instructions on how to import historical transaction data from an Excel worksheet?
Many thanks for your support
Lang Tu
P.S.: I have downloaded and tried to use the Advisor version of your software.


Replies:



FundManagerSoftware.com | Search | Site Map | About Us | Privacy Policy