Re: Import transactions from Excel Spreadsheet

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In Reply to: Import transactions from Excel Spreadsheet 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.

Hi Lang,

Sorry for the troubles, this import can be tricky. Saving to a .csv file
is a good choice. The key is getting the data in Excel into a format
that will import with the generic transaction import command. I assume
you've seen the instructions on this command in the online help? If you
want to email me an example .csv file, I can help with the proper import
format string, and maybe offer some more specific help.

Thanks,
Mark
--
Mark Beiley

Fund Manager, portfolio management software for Windows 95/98/ME/NT/00/XP

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