How can I merge multiple investments into a single investment?
Watch the video: Merging Investments in Fund Manager Tutorial
Before merging your investments, make sure you really want to merge them. If you own the same security in multiple accounts, you generally should keep these as separate investments (instructions) so you can track their transactions separately.
If you are trying to get a consolidated report figure of all investments for the same security you can run a report and choose to "List By" symbol, instead of by investment. In this report Fund Manager will consolidate all investments with the same symbol to report a single figure.
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