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Posting and updating investments in MoneyDance

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Joe Chop

22 Jan, 2018 07:13 PM

Hi

I am trying to post new investment accounts with various securities in MoneyDance and I keep running into walls on the initial entry of current shares, values etc. This does not seem intuitive to me. I must be missing a key procedure or menu item in the process. Can anyone point me in the right direction or to an online instruction?

I have MS excel or csv files with all the securities I'd like to load for the account which includes fields for ticker symbol, investment name, price/share, # of shares, current value, maturity date (if applicable), and maturity value (if applicable) but I can't seem to figure out how to configure the system to properly recognize this info.

Any help you provide will be most appreciated.

joe

1. 1 Posted by derekkent23 on 24 Jan, 2018 09:05 AM

   

   I an not support staff, just a user.

   See this set of articles on investments.http://help.infinitekind.com/kb/investment-accounts

   for general information see http://help.infinitekind.com/kb

   Hope this helps

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2. System closed this discussion on 25 Apr, 2018 09:10 AM.