About tracking corporate actions

Each of the topics in this section walks you through a specific type of corporate action. See Entering investment transactions for general information on manual investment tracking.

What can I do to track corporate actions?

• How do I record a stock split?
• Record a corporate name change
• How do I record a corporate spin-off of new securities?
• How do I record a corporate acquisition (stock-for-stock)?
• How do I enter a share class conversion for a mutual fund?