Is it possible to track account balances only?
I'm a new user. I have some managed investment accounts at Fidelity. I'd like to track only the balances,and not have to deal with the details of the individual securities and daily transactions. Is there any way to do that?
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1 Posted by dwg on 03 May, 2018 10:19 PM
I'm a fellow user.
Once approach you could take is to set up the account as an Asset Account in Moneydance.
Then all you do is create entries for increases or decreases in the value in order to adjust the total balance.
2 Posted by Steve Yeazel on 04 May, 2018 12:57 PM
Thank you, dwg - I'll give that a try.
System closed this discussion on 03 Aug, 2018 01:00 PM.