Posting and updating investments in MoneyDance
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
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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
System closed this discussion on 25 Apr, 2018 09:10 AM.