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Spin-off wizard when child security already exists

Questions about updating prices or transactions in Fund Manager

Postby flight » Wed Dec 28, 2016 1:25 pm

Mark,

Two quick questions on the spin-off wizard:

1) I noticed the spin-off wizard asks about the new investment. What if I already have the security built, and do not want to build it twice?

2) And, if I did build it a 2nd time, how do I complete remove/delete the duplicate in FM?

thanks
flight
 
Posts: 151
Joined: Sun Jul 27, 2014 11:03 am

Postby Mark » Wed Dec 28, 2016 3:01 pm

Hi flight,

If you want to use the spin-off wizard, the only option is to spin-off to a new child investment. You could afterwards move those transactions created in the new child investment into an existing investment. For instructions on how to merge two investments into one, see the Merging Investments in Fund Manager Tutorial.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11253
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby flight » Wed Dec 28, 2016 3:20 pm

Got it. And to delete the duplicate, do I just delete the .dat file?
flight
 
Posts: 151
Joined: Sun Jul 27, 2014 11:03 am

Postby Mark » Wed Dec 28, 2016 3:35 pm

You just need to "close" it, which removes it from Fund Manager. You could also delete the *.dat file to clean up your files, but make sure you know which one to delete. It isn't absolutely necessary to delete the *.dat file, other than to save space and clean up your files.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11253
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ


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