Home → Investments →

Appearance on left hand column

• Edit

Paul Clarke

27 Apr, 2018 10:29 PM

Hello,
After many years of using Moneydance I decided to start a new file fundamentally looking after a superannuation fund as the old one was way behind. I set up three investment accounts, common core, person 1 and person 2. The problem is that only two appear on the left hand summary and I cannot see any difference with the set ups. Any ideas?
I also have an investment in a infrastructure fund that issues units of a varying price and a quarterly distribution. How do record this in moneydance? do you treat it as a "share"?
Thank you

Paul

1. 1 Posted by -Kevin N. on 28 Apr, 2018 02:40 PM

   

   Hi Paul,

   Not too sure about the infrastructure fund but since it pays a dividend, I think that setting it up as an investment would likely be the best route.

   As for items appearing on the side bar, click the (+) plus sign directly below the left side bar. Doing so allows you to add or remove items from the side bar.

   -Kevin N. (not a member of MD support)

   • Edit

2. 2 Posted by Paul on 28 Apr, 2018 10:15 PM

   

   Kevin

   Thank you.  It worked a treat.  Yes investment looks the best

   I like moneydance but some parts just don't look logical to me

   Paul

   • Edit

3. System closed this discussion on 28 Jul, 2018 10:20 PM.