Importing Data

Overview of the Import Process
The portal allows users to import fund/investment records into their ledgers using a CSV file. What is a CSV file? A CSV file is a text file of "c...
Thu, 10 Dec, 2020 at 11:20 AM
Import File Specification
This article is fairly technical and is intended for financial managers, financial institutions, and users that have experience working with Microsoft Exce...
Wed, 12 Jan, 2022 at 8:08 AM
Purposes, Types, and Investment Methods Reference
The NHTTF site provides dropdown lists of fund types, fund purposes, and fund investment methods for MS-9 and investment types for the MS-10. When removing ...
Mon, 22 Jul, 2019 at 10:46 AM