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Restoring from backup removes other portfolios

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  • Restoring from backup removes other portfolios

    I have portfolio A and B. When I restore data from a back up in B and restart, A also disappears.
    It is likely because while restoring one needs to create a new empty folder and therefore after restarting does not read any info about A because data it is in old folder.
    Is there a way to retain A and restore into B?

  • #2
    Dear zomby,

    Two data folders can not be merged hence you need to create new directory while restoring data.

    Only way is to re-enter data in either of the data set.
    MProfit Support

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    • #3
      Is there a way to export from A and import it back via templates? I am not looking for backup and restore because that requires an empty folder as you confirmed will not work.

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      • #4
        Dear zomby,

        You can export Transaction report in excel format and use excel templates. Copy paste data column-wise in excel template from MProfit report. Please note that this will be without expenses.

        For Stocks -

        MProfit Report - Reports > Transactions > Contract Notes - Stock Transactions.

        Excel Template -
        MProfit Stock Transactions
        http://mprofit.in/import/mprofit_stock.xls

        For Mutual funds -

        MProfit Report - Reports > Transactions > Mutual Fund Transaction Details - Date-wise.

        Excel Template -
        MProfit Mutual Fund Transactions
        http://mprofit.in/import/mprofit_stock.xls

        For other assets you need to make the entries manually.


        MProfit Support

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