Hi Guys
i have a couple of ETFs (in this case ROBO and ACDC).
They were sold a while back but ive recently had correspondence from global X that my residual DRP finds have been paid out. What’s the correct way to record this in sharesight please.
I tried adding a new trade as a return to capital but that doesn’t complete as the default date (today ) is after the shares were sold. ive tried to backdate the transaction to when i had the shares but that also didnt save
I don’t record them in Sharesight.
The money has already been accounted for when the distribution was paid to you, so doing another entry would mean that it’s counted twice.
Now, if you have a cash account associated with your portfolio you may want to record the money received in there.
G
gavcam is correct, you don’t need to record them since those residual balance has been accounted for, from both performance and tax perspective. Adding them will lead to double counting.
Perfect, thanks guys one less thing to worry about. Cheers all
