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Transaction Type Guide

Attached to this article you will find a PDF version and an Excel version of our latest Transaction Type Guide.  This new guide details out each standard transaction type and its impact on Historical Gift, Market Value, Cash, and Units or Unit Price.  This guide also addresses entering the transaction as a positive or negative value.  

For more info on transaction types- check out this webinar training: https://fundriver.zendesk.com/hc/en-us/articles/360000233283-Transaction-Types-How-they-work-in-Fundriver

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