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Company Renamed and Shares Halved

General questions about using Fund Manager that do not fit into any other forum.

Postby johnreid » Thu Jun 05, 2014 7:39 pm

One of my companies has been renamed and the number of shares halved. It has a significant OPP cost; and the market price is way, way, way down. How do I go about entering this transaction? I tried using the transfer in and transfer out with no satisfaction but that may be due to my inexperience.

johnreid
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Postby Mark » Thu Jun 05, 2014 7:58 pm

Hi johnreid,

To record this, record a 1 for 2 split, and then change the name of the investment under "Investment Properties...".
Thanks,
Mark
Fund Manager - Portfolio Management Software
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Postby johnreid » Thu Jun 05, 2014 8:07 pm

Thanks - that is much more simple than what I thought the answer would be!

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