Re: trouble importing data from prevous version.

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Posted by Mark on October 01, 2007 at 11:36:32:

In Reply to: trouble importing data from prevous version. posted by John Dethoff on September 28, 2007 at 17:11:07:

: For years I've used ver 4.7 and had created a portfolio consisting of 6 investments (mutual funds). Recently the program stopped downloading updates so I went and purchased the new version.

: I am now having trouble importing my old data. I have looked through the help files without success and hoped someone can point out what I am doing wrong.

: My previous data was stored under the "my data" file in the directory where the program was installed. It contained my 6 investments (.dat files) and my potfolio file (.mm4 file)

: When I first opened the new version, the new portfolio wizard ran, but I didn't think I needed to use this since I did not want to create a new portfolio but simply to import my old one.

: I finally got it to open my old data (agreeing to change the format for the newer version)but then lost it and now I am really confused what happened.

: I still have the old files backed up, so I want to start over again with directions of how to import it correctly.

: Help would be appreciated.

: Thanks,

: John

Hi John,

You don't need to "import" your old data, just open it. Start up FM 8 and if the new portfolio wizard comes up, just cancel that. Use "File / Open Portfolio..." to go open your old *.mm4 portfolio file.

Thanks,
Mark
--
Fund Manager - Portfolio Management Software

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