Upgrading from Moneylender Professional Version 2
First, make a new Moneylender 3 portfolio to hold your data. Click File > New Portfolio > enter a new, unique name for your portfolio file > Click Save.
Then start the import from v2 wizard. Click File > Import > Import MLP V2 Portfolio.
You can follow the steps in the import wizard from here. For click-by-click details, keep reading.
Click to locate your version 2 portfolio file. Select it and click Open.
If you already know where your version 2 portfolio is, you can type or paste the full path to the .mlp file into the box below the Browse... button instead.
Click .
You'll see the contents of the Moneylender 2 portfolio listed. Click again.
The Third Parties in your portfolio will be listed in one of the two columns. Moneylender will attempt to set up the escrow in version 3 based on the third party fees that you designate as Escrow Fees on this page. The Lender Fees will be copies in as regular servicing fees. Select items in the list and use the Left and Right arrow buttons ( and ) to move them from one list to the other. Moneylender 3 will take a guess as to which belong in each column to get you started.
Above the lists are three quick choices: click All Escrow to treat every third party as an escrow fee, All Charges to import every third party as a regular lender servicing fee, or Choose below to sort the third parties into the two columns yourself using the lists and arrow buttons. If you have many third parties, type part of a name in the Search box to show only the matching entries in both lists.
When the fees are in the correct columns, click .
You'll get a preview of the import that's about to take place. Click to perform the import.
Click .
Review the loans to ensure the calculations are correct. Make adjustments to the settings as needed to finish setting up your loans in Moneylender 3.