Fund Mapping
I have recently converted from Banktivity on Mac to MoneyDance on Linux. The export/import went about as expected (had to correct a few things). I have my doubts about the quality of data coming from Banktivity (have been having problems with how it keeps track of things). I am down to sorting out the investment accounts and have some problems with funds mapping properly.
The question is this: How to you "remap" the funds once you find errors? I have tried editing the security and changing the name, but now I have multiple securities with the same name. What is the safest way to "clean up" the securities and remove items you don't own.
Comments are currently closed for this discussion. You can start a new one.
Keyboard shortcuts
Generic
| ? | Show this help |
|---|---|
| ESC | Blurs the current field |
Comment Form
| r | Focus the comment reply box |
|---|---|
| ^ + ↩ | Submit the comment |
You can use Command ⌘ instead of Control ^ on Mac
System closed this discussion on 25 Mar, 2019 10:50 AM.