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Stock Name Change

Questions about updating prices or transactions in Fund Manager

Postby AIM » Wed Jul 16, 2008 8:05 am

Hi Mark,

Recently ACAS underwent a name change, the symbol remained the same. The data from the Scottrade download caused this to be reflected as sales of these positions.
How do I correct this?
Will this "transaction" re-occur (after fixing it) if I ever re-run transaction import for the day this name change was effective (w/ ignore prev transactions checked)?
I'll send excerpts of the files by email.
Thanks.

David
AIM
 
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Postby Mark » Thu Jul 17, 2008 10:30 am

Hi David,

I would suggest deleting that buy/sell. Just rename the investment, under "Investment Properties...". When you import in the future, as long as the "Date Range" is set to start after this happened, you won't see it again.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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