Multiple transactions in a contract note

English
1

Hi,

If I have multiple transactions in a day’s contract note, how do I enter it?

For example, I have purchased three different scrips in a day and my broker has sent me a single bill where fees are shown for individual scrips, but taxes are shown as a summary.

Regards

Cherry

2

Import shouldn’t be an issue. Just try it and post a screenshot with a short description if it fails.

3

sorry I didn’t understand your solution, can you explain or point to a solution in forum

4

You have two options:

  • Either you create a separate tax transactions (but that is not linked to the instruments purchased)
  • Or you split the taxes to each transactions (I would assume that you calculate them with a percentage)

The second will be a little bit more correct (say if you look at the performance of only one instrument). But when looking at the total of your portfolio, the result will be the same.