Handling Mergers in Moneydance

Steve Kopplin's Avatar

Steve Kopplin

06 Sep, 2017 02:27 PM

DOW has been part of our investment portfolio in the past. They've recently completed a merger with DuPont. The new ticker for the new company is DWDP. How do I accurately reflect the merger of these two companies within Moneydance so that I don't lose my history?

Thank you.

  1. 1 Posted by dwg on 06 Sep, 2017 09:48 PM

    dwg's Avatar

    I assume this merger was carried out on a stock for stock basis i.e. you received x shares in DWDP for each share in DOW and y shares for each share held in DuPont?

    Sadly to say that Moneydance does not have the transaction action types necessary to correctly and accurate reflect what has happened.

    If you only own one of the affected companies you may be able to approximate the transaction by using a stock split to adjust the number of shares as well as accurately change the cost base, then rename the security and change the Ticker symbol.

    Moneydance has been crying out for quite some time on the inadequacy of its Investment handling.

  2. 2 Posted by Steve Kopplin on 07 Sep, 2017 01:28 AM

    Steve Kopplin's Avatar

    Thank you for your response.

    I was able to figure out exactly what you recommended in your 2nd-to-last paragraph. Apparently, the post-merger shares of NewCo are 1:1 so I simply changed the Security Name and Ticker. It seems to have worked.

    Thanks again.


    Steve Kopplin
    Senior IT Leader
    [email blocked]
    (847) 561-2019

  3. 3 Posted by dwg on 07 Sep, 2017 01:54 AM

    dwg's Avatar

    Good to hear,

    I think you were very lucky mergers are usually not that clean to do.

  4. System closed this discussion on 07 Dec, 2017 02:00 AM.

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