How to merge two or more tagged fund pools

The most efficient way to combine two or more tagged fund pools is to use the Filtering environment.

1) Click on “Menu/Database/Filter the Database…” and add each tagged fund pool in a condition. The second and subsequent conditions should be “or” conditions which is the default. Then click on “Run Filter” and the funds in all the included tagged fund pools will be displayed.

2) Click on “Menu/Database/Tag All Funds” and then click “Menu/Database/Memorize Tagged Funds…” to save the combined fund pool under a new name.