Generic and DST Import

[paulstonge]

I notice the DST import will populate the CUSIP box (field) for an Investment but there is no key that specifies CUSIP for the generic import. Is there an undocumented key for this (and for any other fields) with the generic import?

[Mark]

Hi paulstonge,

Yes, DST Fan Mail uses CUSIP.

Sorry, there is no key to specify CUSIP for the generic transaction import. All of the available keys are defined in the online help, by pressing the "Help" button from within the import dialog. Not every investment property can be specified during the import, although it would be best to be able to do so. I'll add this to the "to-do" list, along with the accounting method property you requested yesterday.

It sounds like you are using a combination of generic and DST imports. If you do need to make some manual edits to specify the CUSIP of some investments, you can use "Edit / Symbol List..." and modify all investments with a common symbol at once. This is helpful if you have multiple investments with the same symbol, and you want to update their properties.