Re: Data Importation

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Posted by Mark on January 14, 2007 at 12:44:12:

In Reply to: Data Importation posted by Birkett Becker on January 14, 2007 at 12:09:25:

: Dear Tech:

: I am a new customer and trying to get my information into your program.

: Is it possible to import acccount data using excel?

: Regards

: Birkett Becker

Hi Birkett,

Yes, it is. You'll want to use "File / Import / Transactions / Generic...". Press the "Help" button from within this dialog for an explanation of how to use this import method. You may need to massage your data in Excel first.

Thanks,
Mark
--
Fund Manager - Portfolio Management Software

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