Broker Fees
How do I enter broker fees from my Roth IRA Investment account statement into Moneydance? Moneydance auto fills the security and won't let me change or delete it. The Fee Category doesn't have a category for 'Investment Fees'. Thank you.
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1 Posted by dwg on 17 May, 2026 03:12 AM
For any action other than Xfr a security is a mandatory requirement.
You will only be able to select securities that have been specifically associated with that particular investment account. On the Securities Details window use the Add Security button to add more securities to the investment account.
You can create any new categories you may require using the menu option Tools => Categories