Editing a Security Type and SubType

Kevin C's Avatar

Kevin C

05 Oct, 2016 03:10 PM

It appears in MoneyDance 2015.7 that editing the Type and SubType for a given security in one account does not change the type and subtype for that same security in another account that also has that same security. Is there a reason for this? It would appear to me that if I hold mutual fund XYZ in my Roth IRA and my wife holds that same XYZ mutual fund in her Roth IRA that it should be the same type and subtype in both accounts. Why should I have to go to each account separately and update those fields?

  1. 1 Posted by Tom Freeman on 08 Oct, 2016 10:52 PM

    Tom Freeman's Avatar

    I put in a bug ticket.

    Tom Freeman
    Infinite Kind Support

  2. System closed this discussion on 07 Jan, 2017 11:00 PM.

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