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- Select the investment account you want to use and click the Transactions tab..
- Click the Transactions tab and then click the New Transaction icon in the register toolbar.
- Select Stock Split from the Transaction Types list.
- Add the information for:
- Date - Enter the date when the shares were transferred to your account.
- Security - Select the security for which the shares are transferred to your account.
- Split Ratio - Enter the ratio of the split. For example, 2 for 1 or 1 for 2.
- Memo - Enter the note you want to associate with the transaction.
- Tags - Enter the tags that you want to use when searching for the transaction.
- To add an attachment, go to the Attachments tab, click the Add attachment button, and select the file you want to attach to the transaction.
- Click Save when you are done.