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13 Jan, 2019 09:09 PM
As attached you can see the cost basis for a stock split in Moneydance 2019 is now showing incorrectly.
The actual costs of the holdings is now being multiplied by the split ratio. This should not be the case.
How can i get the Cost Basis to remain unchanged after the split?
on 13 Jan, 2019 09:46 PM
I'm a fellow user.
I'm trying to see if I can duplicate your problem, however none of the reports I have looked at seems to match the final one in your PDF.
Which report is it?
I'm thinking there may just be a problem in the report itself rather than in any data.
on 13 Jan, 2019 10:21 PM
It is the standard “portfolio view” and not a specific report
It is the 1st of the selectable options the others being:
Sent from my iPhone
on 14 Jan, 2019 01:52 AM
Chuckle, the last place I would have suspected.
I have a stock that has has a significant share consolidation - a reverse of a stock split. I'm seeing no change in the total cost basis just changes in the number of shares held and the cost per share as expected.
on 14 Jan, 2019 10:36 AM
Are you using the new 2019 version?
I am sure the cost basis was correct up until I updated.
on 14 Jan, 2019 10:48 AM
Indeed I am, I have been testing it through the beta period, the only difference is that I was using build 1846 but the only change for release was to the licensing as far as I am aware.
Just to be sure I have installed Build 1847 and have the same result
Another user may be able to provide a further reference point
on 14 Jan, 2019 11:53 AM
Ok. Well thanks for your input anyway.
I do have the problem across all my holdings that have split
So guess I will wait and see what I hear from the support folks.
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