Re: File Management

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In Reply to: File Management posted by Chris ß on January 27, 2004 at 16:08:55:

: Hi Mark.. some questions on FM/OS file management.

: I'm tracking 9 portfolios.

: Mine - Regular
: Mine - Rollover
: Mine - IRA
: Spouse - Regular
: Spouse - Spousal PreTax IRA
: Spouse - Spousal AfterTax IRA
: Trust Account
: 1st Child - Regular
: 2nd Child - Regular

: Several investments are for similar funds/stocks - I used the same symbols, but saved in the appropriate sub-dir (folder).

: I now have all the portfolio.mm4 files in the root of FM, and individual folders under th folder [My_Data].

: I do notice that on closing FM, there is a backup issue with identical names in the [autoback] folder.

: My folder set up followed the original setup protocol:

: C:\Program Files\Fund Manager\My_Data

: Empty of files, contains only the 9 directories (folders) for the individual portfolios

: C:\Program Files\Fund Manager\Autoback

: Appears to have everything commingled.

: QUESTION:

: 1 - Have I got this right?
: 2 - Should I be concerned about the autoback commingling? No issue(s) so far.
: 3 - Should I place the mm4 files in the [My_data] folder, so they can be archived as an entirety for back-up purposes?
: 4 - Any comments or suggestion on the file location / management?

: TIA for setting my mind straight -= Chris ß =-

Hi Chris,

I think you have things set up fine, this is really a shortcoming of our
autoback feature. All it is doing, is a simple copy of the investment files
into the autoback directory. Since you probably have the samed named
investments, that may have been modified later, it can give you warnings.

There are a few options...

1) Turn off the autoback feature, and just handle backups yourself.
2) Leave the autoback feature turned on, and just ignore the warnings. Your backup coverage isn't perfect though, as you will not have all your investments backed up at any one time.
3) Rename your investment files, so they are unique names, even though
they are in different sub-folders.

Thanks,
Mark
--
Mark Beiley

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

Replies:

• Re: File Management Chris ß 23:59:16 01/27/04 (1)
  • Re: File Management Mark 08:58:27 01/28/04 (0)