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Schwab Spinoff transaction import

Questions about updating prices or transactions in Fund Manager
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Postby crawfordn » Tue Feb 12, 2008 2:23 pm

Mark,
I had a stock spinoff this morning in my Schwab download that was not recognized on import by FM. The transaction code was CDT (for credit, I presume) with a commoent of SO; Spin Off.
crawfordn
 
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Postby Mark » Tue Feb 12, 2008 3:38 pm

Hi crawfordn,

I'd suggest manually recording spin-offs. Just right mouse click on the investment, and choose "Investment Data / Spin Off...".
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Postby crawfordn » Tue Feb 12, 2008 6:36 pm

Mark,
Thanks. I hadn't noticed that that was one of the options. Rick
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Postby crawfordn » Wed Feb 13, 2008 10:41 am

Mark,
One suggestion. It would be nice if the spinoff showed up in the import preview, even if it's flagged as unknown. At least that would give you notice that something had happened. Maybe for a future update. Thanks, Rick
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