I imported a batch of transactions to update my existing portfolio. These are all drips. I expected the import to add to the existing stocks but instead it created new stock entries. How do I merge the double entries, for each stock?
Hi,
I’m not so familiar with the CSV Import, but I think the matching criteria is the ISIN. Did you maybe provide different values there?
I didn’t provide that value, just the stock ticker. I noticed that the stock ticker in PP was all uppercase and I use lower case. I’ll delete and try again with the ISIN.
Thanks