Importing from TD Waterhouse/Centerpiece

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Mark,

I've spent a couple of hours now looking at the software and the tutorial and I'm still confused about how to get it started when doing downloads from TD Waterhouse. Do I manually enter all current positions? What if a account is added, do I manually have to add their information as well? All of that data is in the Centerpiece download (such as all current holdings and current price) but it doesn't seem to be getting into Fund Manager. If you could give me a simple, step 1, step 2, step 3 to get me going I'd *really* appreciate it.

Thanks,

Don Steinmann

Replies:

• Re: Importing from TD Waterhouse/Centerpiece Mark 17:13:06 02/21/05 (3)
  • Re: Importing from TD Waterhouse/Centerpiece Don Steinmann 09:42:03 02/24/05 (2)
    • Re: Importing from TD Waterhouse/Centerpiece Mark 09:38:53 02/28/05 (0)
    • Re: Importing from TD Waterhouse/Centerpiece Faith 15:18:10 02/24/05 (0)