correcting spin off download

roy's Avatar

roy

05 Apr, 2021 07:28 PM

In a download of a spin off the transactions from Schwab the items come in as SellXfr and BuyXfr actions like the instructions in the knowledge base post here https://infinitekind.tenderapp.com/kb/archive-investments/archive-how-to-account-for-a-stock-spin-off

but they have - "unknown tag Schwab" in the transaction field and I don't know what to do with those? Can not just delete and save.

I did not fully comprehend the instructions in the instructions, Roy

  1. 1 Posted by roy on 05 Apr, 2021 07:38 PM

    roy's Avatar

    here is a screen shot of how they come in from download

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