Retrieving Transactions
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Posted by Mary Kennedy on July 18, 2007 at 10:37:30:
I have a lot of trouble with retrieving transactions. New purchases and dividends are often perceived as new holdings; FM doesn't recognize them as the same things I already have. The manual says FM matches first by CUSIP numbers, then at symbol. My holdings all had symbols so I manually entered all the CUSIP numbers and this made things even worse. Now it doesn't recognize ANY of my holdings. What number should be in that field and where do I find it?
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