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The Retirement Analysis Kit Help File

The client files to be imported may be given a group name.

Import TRAK Database Group

Groups have several uses in TRAK:

1.Use the Batch Processing calculator to process each imported file in a group.

2.The group can be deleted in the File/Delete dialog by selecting "Group" in the "Delete by" combo box.

3.Client files can be loaded by group selection.

Note:Groups are not required to have a distinct name; they have a date and time stamp associated with each one. There can be multiple groups with the same name.