Merge two portfolios together?

How to get the software running on your computer. Creating and configuring your portfolio file(s).
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wtech_josh
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Merge two portfolios together?

Post by wtech_josh » Wed Dec 11, 2019 10:07 pm

If you have loans in more than one portfolio, and you want them merged together so all your loans are in the same portfolio:
Open one portfolio > select all the loans (click a loan and press Ctrl-A) > Tools > Copy Selected Loans to a Different Portfolio > Choose the other portfolio file.

Moneylender will copy all the settings and any attached borrower and lender records into the target portfolio. Open the other portfolio and you should see it now includes the loans from the first portfolio.

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