Setting up Family Tree Maker Software correctly after installation is the most important step to ensure your family history research runs smoothly. Whether you are using an older version or planning to Upgrade Family Tree Maker 2024, these steps will help you get started confidently. This guide is written in simple, clear language so you can follow along without any technical experience.
Step 1 — Launch Family Tree Maker for the First Time
Once the installation is complete, open the software.
The first screen usually asks whether you want to:
- Create a new family tree
- Import an existing tree
- Download Family Tree Maker tree from Ancestry
- Open a recent file (if you upgraded from an older version like FTM 2019)
If you’re upgrading, the system may automatically detect your old trees and ask if you want to convert them to FTM 2024 format.
Step 2 — Configure Your Basic Settings
Before you start your research, adjust the core preferences.
General Settings
Go to Tools → Options (Preferences on Mac) and check:
- Default Tree Folder: Select a safe location, preferably your Documents folder.
- Auto Backup: Keep this ON to prevent data loss.
- Date Format: Choose the format you’re comfortable with.
Step 3 — Sign In to Ancestry and FamilySearch
If you plan to sync, search, or download online records, connect your accounts.
How to Connect
- Go to File → Connect to Ancestry
- Enter your login details
- Wait for the confirmation
Once connected, you can sync existing trees or download an online tree directly through the Download Family Tree Maker option.
Step 4 — Create or Import Your Tree
Create a New Tree
If you’re starting fresh:
- Click New Tree
- Enter your name, birth details, and relationships
- Add parents, siblings, and spouses
- Save your family file
H3: Import an Existing Tree
You can import:
- FTM Tree (.ftm)
- GEDCOM file (.ged)
- Ancestry online tree via sync
If you are transferring data during your Upgrade Family Tree Maker 2024, choose Open Existing Tree and the software will update your file automatically.
Step 5 — Set Up FamilySync for Cloud Syncing
If you want your work to stay updated on both Ancestry and your desktop software:
- Open your tree
- Click Sync Options
- Choose FamilySync
- Select automatic or manual syncing
This helps keep your data backed up and accessible.
Step 6 — Customize Your Workspace
Layout Options
You can choose how your workspace looks:
- Tree View for diagram-style family trees
- People View for detailed profiles
- Sources View for documentation
- Media Workspace for photos and documents
Adjust panels, colors, and fonts to your liking.
Step 7 — Add and Organize Media Files
Family Tree Maker Software allows you to attach:
- Photos
- Birth certificates
- Marriage documents
- Historical images
- Audio notes
Go to Media Workspace → Add Media.
Keep your media folder organized to avoid missing or duplicate files.
Step 8 — Set Up Automatic Backups
Your family data is valuable. Set up regular backups:
- Go to Tools → Options → Backup
- Enable automatic backups
- Store backups on an external drive or cloud service
If you face any backup-related issue, you can always reach Family Tree Maker support for help.
Step 9 — Check for Updates and Enhancements
New patches and improvements are released frequently.
Go to Help → Check for Updates to make sure you’re running the latest version of FTM 2024.
If you haven’t upgraded yet, this is the right time to consider the Upgrade Family Tree Maker 2024 option for better features, improved stability, and enhanced logbook tools.
Step 10 — Get Additional Help (If Needed)
If something doesn’t work as expected, you can reach:
- The official support center
- Email support
- Live chat
- Community forums
Search for Family tree maker support for quick links and troubleshooting guides.
Most issues—syncing, installation errors, or tree conversion—can be fixed easily with the right guidance.
Conclusion
Setting up Family Tree Maker after installation isn’t difficult when you follow a clear process. From configuring your settings to syncing your online accounts, organizing media, and setting backups, each step makes your research easier and safer. Whether you’re starting fresh or planning to Upgrade Family Tree Maker 2024, this guide will help you get started the right way.