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...
Thu, 10 Dec, 2020 at 11:19 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