Merging securities
Effective from 3 May, Invesco merged their Y share class into their Z share class. I know the unit conversion rate for each security but how can I update Moneydance without deleting the history of the investments pre-conversion? Should I do a stock split and then manually update the security name and ticker symbol etc? Or is there a better way? Many thanks.
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Support Staff 1 Posted by Maddy on 14 May, 2024 10:39 AM
Hi Alan,
Thank you for contacting Moneydance support.
Are the investment transactions you wish to merge within the same account?
If so, you could proceed as follow:
In the MENU: Currency & Security tools tab, choose:
FIX: Detect and merge Security within same Investment Account
Select->proceed and follow the on-screen instruction.
Finally, restart Moneydance for the changes to be implemented.
I hope this information is helpful. Please let us know if you have further questions or need more assistance.
--
Maddy, Infinite Kind Support
2 Posted by Alan Charles on 15 May, 2024 10:08 AM
System closed this discussion on 14 Aug, 2024 10:10 AM.