dow dupont merger.

Ed Duncan

 I owned DOW prior to merger and correctly entered the merger transaction. Now I found some missing reinvdiv transactions I need to add but don't know how to get them merged to DWPD. Has anyone had this happen and how do you fix it?

Ed Duncan

I am currently using Quicken Premier 2019 version R16.14 build 27.1.16.4.  Transactions were entered on Quicken 2016.

q_lurker

Ed Duncan

I think I had come to that conclusion, but I have a lot of reinvdiv transactions to delete, so is there a way to delete these in mass instead of one at a time? Thank you so much for responding. Wish I had asked this 2 or 3 days ago. I have been fretting over this.

q_lurker

Ed Duncan said:

I think I had come to that conclusion, but I have a lot of reinvdiv transactions to delete, so is there a way to delete these in mass instead of one at a time? Thank you so much for responding. Wish I had asked this 2 or 3 days ago. I have been fretting over this.

I take it you have a lot of Remove transactions to delete (due to the reinvestment history).  

Option 2 is to NOT delete the existing transactions.  Instead, execute a second Corporate dated after the original one (maybe for 9/2/17 if the original set was 9/1/17).  Then if you further choose better accuracy, redate the newly created Remove and Add transactions back to the correct date.  

You would likely still need to edit any 'cash-in-lieu' sale and the other note about watching subsequent sales might apply.  

I haven't tested either path, so check things over closely, but seems like it ought to work.

If you want to follow the prior option with the deletion of transactions, you may be able to do that en-mass using a Banking Transaction Report, customize to applicable account and date range.  Select multiple transactions.  Edit button, Delete Transactions selection.

Ed Duncan

Ed Duncan said:

I think I had come to that conclusion, but I have a lot of reinvdiv transactions to delete, so is there a way to delete these in mass instead of one at a time? Thank you so much for responding. Wish I had asked this 2 or 3 days ago. I have been fretting over this.

I did option 1 and it took a little time but it worked just fine. Thank you so much for your input!