Kevin's Avatar


20 May, 2015 10:17 PM

I am in TRIAL mode...

I've downloaded all my investment data and each account has an incredibly inaccurate balance. What gives?

  1. Support Staff 1 Posted by Ethan on 21 May, 2015 11:50 AM

    Ethan's Avatar


    Do all the transactions appear to be correct, and just the balance appears to be off? If so, you may need to set the initial balance for the accounts. The is the balance of the account before the first transaction that you have data for. You can edit this by clicking on the account in the left sidebar and going to Account -> Edit Account from the menu bar. This is the most common reason for balances to be off for newly created accounts.

    Moneydance Support

  2. System closed this discussion on 19 Mar, 2016 04:55 AM.

Comments are currently closed for this discussion. You can start a new one.

Keyboard shortcuts


? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac