Family Historian

See Index for related topics.

• About Family Historian Versions, Upgrades, Licence, and Problem Reporting
• About Calico Pie Limited the publishers of Family Historian (fh)

For lots of alternative documentation on Family Historian (fh) please see:

• Family Historian Documentation including free book "Getting the Most From Family Historian 5"
• Glossary of Features such as Records, Windows, Menus, Diagrams, Queries, Reports & Books

• Changes, FAQs, Titles & Index
  • Family Historian Latest Changes
  • Family Historian FAQs
  • Family Historian Alphabetic Titles
  • Family Historian Alphabetic Index

If you are new to Family Historian (fh) then this is where you should begin.

• Key Features for Newcomers who should start here

• Family Historian Menus for main command bar

• Before You Even Begin V4 and above
• Introduction to What's New in V4 and above
  • Focus Window Introduction, Printout, and Customisation
  • Property Box Dialogue Features
  • Multimedia Window and Report
• Building a New Project from Scratch V4 and above
• Understanding Projects V4 and above
• Print The Focus Window V4 and above
• Getting Started Animated Tutorial V3 and above
• Copy & Paste and Drag & Drop All versions

• Adding Photographs and Other Multimedia V3 and above
• Adding Multimedia to a Fact V4 and above
• Showing Pictures on a Diagram V3 and above
• Changing External File Links All versions
• Organise Your Files V3 and above

• Adding Birth, Marriage, and Death Information All versions
• Using Source Records All versions
  • Method 1 'source splitters' mode
  • Method 2 'source lumpers' mode
• Automatic Source Citation V3 and above
• Recording from a Birth Certificate All versions
• Recording a Marriage/Civil Partnership All versions
• Recording from a Census Record All versions
• Finding Records linked to a Source All versions

• Recording Children for Multiple Partnerships V3 and above
• Recording Children with Foster/Adoptive Parents All versions
• Recording Grandchildren when Parents not known All versions
• Changing Relations V3 and above
• Correcting Duplicate Spouses/Families All versions
• Removing Unwanted Relations V4 and above
• How to Handle People With Multiple Names All versions
• Sorting Children, Spouses & Facts into Order All versions

• Standard Diagram Types All versions
• Diagram Tips and Tricks All versions
• View Both Spouses’ Ancestors All versions
• Getting ready to Print Diagrams All versions
• Add More People to a Diagram All versions
• Adding Text Boxes to a Diagram All versions

• Standard Report Types All versions
• Report Tips and Tricks All versions

• Downloading and Using Plugins V5 and above
• Downloading Queries, Text Schemes, etc All versions

Once you have mastered the basics then these techniques focus on more advanced capabilities, and although grouped under topics, they often involve other related features.

• Customise or Print Records Window Columns V3 and above
• Using Named Lists V3 and above
• Delete Any Number of Records V3 and above
• Remember Current Records being Updated V3 and above
• Record Types and Record Id V3 and above
• Finding where Records are used V3 and above
• Sorting Children, Spouses & Facts into Order V3 and above
• Formal Database Structure All versions

• Controlling display of Boxes on Diagrams V3 and above
• Single Page PDF of a Diagram V3 and above
• Using Flags and Icons and Expressions V3 and above
• Charting Companion V6 and above

• Downloading a Custom Query All versions
• Creating a Query V3 and above
• Find and Mark Twins (How To) V3 and above
• Calculate the length of a marriage (How To) V4 and above
• Use PSPad to Format Functions V3 and above
• Display long text such as Notes All versions
• Sort Fact Query on Owner Surname V5 and above

• Exporting a Family Tree with/without Media V5 and above
• Exporting with Split Tree Helper V3 and above
• Create an export Gedcom based on a diagram V4 and above
• Backup and Recovery All versions

• Report Content, Media, Format and Layout V3 and above
• Narrative Report Fact Sentence Templates V3 and above, but mostly V6 and above
• Tabulate Multiline Text in Records and Reports V3 and above
• Make a Family Tree CD/DVD or Website V3 and above
• How to Build a Website V3 and above
• Upload Web Pages (How To) V3 and above

• Internet Data Matches V6 and above
• Recording Credibility of Family Relationships V3 and above
• Delete a Custom Diagram, Fact Set, Plugin, Query, Record Flag, Report, etc V3 and above
• Enter Accented and Other Special Characters All versions
• Planning and Tracking Your Research V4 and above
• Which of your Projects are affected by each Preference Setting and Command Option?
  or Understanding the Scope of Features V3 and above

In this section advice is presented in a condensed format for experts.

• Understanding Data References All versions mostly
• Understanding Functions All versions mostly
• Understanding Expressions All versions mostly
• Create a Locations Database of Place & Address Details V4 and above
• Delete Data For Living People V4 and above
• Family Historian Plugins V5 and above
• Turn off Splash Screen (How To)
• Exchanging Data with Ancestry and FTM V5 and above

Whether you need to install FH from scratch, or move it with all your projects & settings to a new PC or Mac, then these topics should help. See Index for related topics.

• Family Historian Upgrade Options

• Family Historian Installation Advice
  • Family Historian on 64-bit Windows Variants

• Move Family Historian Settings and Projects
  • Family Historian V5 & V6 Migration Guide

• Family Historian on Mac, Linux, iOS, Android, etc
  • Family Historian & Ancestral Sources on Oracle VirtualBox
  • Family Historian V5/V4 & Ancestral Sources V4 on Crossover & Wine (Obsolete)
  • Family Historian V6 & Ancestral Sources V5 on Crossover, PlayOnLinux/Mac & Wine

If you are new to Family Historian ensure you have the latest version by using Help > Check for Updates. See Index for related topics.

• Import from Ancestry website
• Import from Family Tree Maker (FTM)
• Import from Genbox (How To)
• Import from Generations Family Tree
• Import from Legacy Family Tree (LFT)
• Import from MyHeritage (MYH)
• Import from Personal Ancestral File (PAF)
• Import from RootsMagic (RM)
• Import from The Master Genealogist (TMG)
• Import from The Next Generation (TNG)

Explore the topics in the order listed below to repair common residual problems.

• Handling Renumbered Record Id
• Handling Uncategorised Data Fields (UDF)
• Defining Imported Custom Facts
• Fixing Dates and Date Phrases
• Convert Note Records to Local Notes
• Compendium of Conversion Plugins
• Check Project Statistics & Exceptions