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Re: matching investment for transactions

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Posted by Cliff on April 03, 2005 at 19:56:22:

In Reply to: matching investment for transactions posted by Cliff on April 03, 2005 at 19:41:03:

: Mark,

: I have the same fund in two portfolios. When downloading transactions to one portfolio, FM want to create a new investment even though I have the fund in the portfolio.

Mark,

I was able to get around the problem by deleting the symbol, then if matched by name.

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