Re: copies of .dat files

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In Reply to: Re: copies of .dat files posted by Jan on January 24, 2005 at 03:27:46:

: : : When I go to "open investments", my .dat files have several copies of each investment. I do not know how they got in there and I would like to know how to delete them and if I will cause a problem by doing so. When opening an investment for a portfolio, these copies make it cumbersom to find an investment.

: :
: : Hi Jan,

: : By "copies" do you mean investment names with the same symbol in them? Like,
: : maybe IBM.dat, IBM1.dat, etc? You can't have the exact same filename more than
: : once in a particular folder. Each time you create a new investment you will
: : be prompted to save to a *.dat file. The other way new investments can get
: : created is automatically when you retrieve transactions, if you have that
: : option turned on. I'd recommend using the "Portfolio Editor" to figure
: : out which investment files you're really using. Just select a sub-portfolio
: : on the left, and look at the "Located In" and "Filename" columns on the right.
: : If you're using any of these investments then you wouldn't want to delete them.

: : You can't "delete" a file from within Fund Manager, you can only close an
: : investment. To actually delete a file you can use Windows Explorer, or something
: : like that.

: : Thanks,
: : Mark
: : --
: : Mark Beiley
: : Fund Manager, portfolio management software for Windows 95/98/ME/NT/00/XP/2003
: :

: Hi Mark, Thanx for your reply. I should have mentioned that I have an old version of FM: 4.7.344. I do not seem to have a Portfolio Editor. An example of these copies would be: Copy of IBM.dat, Copy of SBC.dat, Copy(4) of IBM.dat, Copy(5) of IBM.dat. (The original "IBM.dat" and "SBC.dat" are also in there.) I am not sure what you mean by "retrieve transactions". I do Retrieve from the Internet to update prices. I there a setting I could change so that these copies do not keep do not keep multiplying?

Hi Jan,

Fund Manager should not make copies of your investment files, I'm not sure
the root cause of the investments multiplying.

In the 4.x versions there is no Portfolio Editor, nor the transaction retrieve
feature. You can use a "Custom" report with the "Path" field to see all
your currently opened investments. This way you can make sure you're not
deleting an investment file that you're using.

Thanks,
Mark
--
Mark Beiley
Fund Manager, portfolio management software for Windows 95/98/ME/NT/00/XP/2003

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