View portfolio by past dates

Susan's Avatar


11 Aug, 2017 03:22 AM

I just downloaded the trial version of Moneydance. I am hoping to switch from Quicken. In order to compare my investment statements with the Moneydance portfolio, I need to be able to view the portfolio for past dates. Is that possible?

  1. 1 Posted by derekkent23 on 11 Aug, 2017 08:05 AM

    derekkent23's Avatar

    I am not support staff, just a user.

    There are a number of investment reports you can edit to set a report date, try them out.
    Also take a look at

    Hope this helps.

  2. System closed this discussion on 10 Nov, 2017 08:10 AM.

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