Stock Splits

smith.seab's Avatar

smith.seab

12 Feb, 2018 11:34 PM

How do I split an Security

  1. 1 Posted by -Kevin N. on 12 Feb, 2018 11:55 PM

    -Kevin N.'s Avatar

    Hi smith.seab,

    Go to the 'Securities Detail' view of the investment account that holds the security.
    Select the security from the drop-down list in the upper, right-hand quadrant.
    Click the 'Stock Split' button.

    -Kevin N. (not a member of MD support)

  2. 2 Posted by smith.seab on 13 Feb, 2018 02:21 AM

    smith.seab's Avatar

    Kevin N.,

     

    Thank you so much.

    I have been a quicken user for over 40 years so, I was confused as to why I could not enter it as a transaction.

    It is taking me a long time to understand the Moneydance software.

    I hope I am not causing undo communications.

    The other problem I am having is transferring securities to another account.

    The transfer doesn’t maintain the previous lot information.

     

    Seaborn

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