Merging Investment Transactions

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avp2

10 Feb, 2017 07:32 PM

While there is no merge function for investment registers (maybe in future?), you can stop transactions that you would normally want to merge with more detailed manual entries, from being downloaded as new by setting their amount to zero, confirming and then reconciling them. You end up with extra null transactions, of course, but system balance is maintained and it is easier than editing a downloaded transaction to match a manually entered one's details and, possibly complex spit, trail through your books.

  1. System closed this discussion on 12 May, 2017 07:40 PM.

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