Upgrade Instructions

If you are upgrading from an earlier version of Fund Manager here are some tips to make the upgrade go smoothly.

If you are upgrading from a version prior to Fund Manager 2024 please note that there is an upgrade fee required for the Fund Manager 2024 versions.  See the purchase page for pricing.  Once you have upgraded to Fund Manager 2024, your new license key will be valid in all Fund Manager 2024 versions.

The Fund Manager 2024 versions use a new file format, as compared to prior versions.  The Fund Manager 2024 versions can read all previous file formats, so you can continue to use your existing data.  Once you save your data  files with a Fund Manager 2024 version however, you will not be able to open those same files using some earlier versions of Fund Manager.  When you save data files that were previously saved in an earlier file format Fund Manager will warn you about this.

You can install the new version directly over your old version.  During installation specify the directory where your current version is located (eg. C:\Program Files (x86)\Fund Manager).  During installation the setup program will fill in the location of your current version by default, so you should not have to change anything.  Your old version of Fund Manager will be overwritten.

You should not uninstall your old version before installing the new version.  Uninstalling removes registry entries where many of your Fund Manager preferences are stored.  Uninstalling is not necessary and will cause the loss of these preferences.

Visit the download page to obtain the latest version.