scrip issues

nailhac's Avatar

nailhac

03 Jan, 2016 10:35 AM

How do I handle scrip issues within investments md 2015.6 (1299)?? Cannot find appropriate action for scrip issues within new transaction fields in investments section.

  1. 1 Posted by Tom Freeman on 03 Jan, 2016 08:46 PM

    Tom Freeman's Avatar

    You can handle this in two ways.

    The first is to do a sale of your current holdings as cost basis then a buy with the new share count at the old cost basis.

    If you want to keep your transaction history, then you can do a buy transaction for the new shares at zero cost. But you will have to go into the securities history window for this security edit the current price field from zero and remove the zero price history line. You can do this by clicking on the security from the portfolio view to get to the securities detail window for this security then clicking the history button.

    Tom Freeman
    Infinite Kind Support

  2. nailhac closed this discussion on 10 Jan, 2016 03:13 PM.

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