Importing transactions - adding to existing investment

[paulstonge]

I have an existing investment (call it IBM) in portfolio A. Now I import a new IBM transaction for portfolio B. Rather than add the transaction to the same investment file (IBM) for Portfolio B, a new investment is created (IBM1). How do I get around this?

[paulstonge]

I just read:

http://www.fundmanagersoftware.com/faq_ ... tments.php

So I guess that is the answer, correct?

[Mark]

Hi paulstonge,

Yes, that FAQ item addresses your initial question.