Modifying account.
I have an Investment Account which has now matured. I have taken out a fresh investment with the same bank but with a smaller amount. I have tried to alter the amount invested but there is no way of doing so. Do I have to delete that account and re-enter with the new amount invested? Your guidance would be appreciated.
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1 Posted by dwg on 15 May, 2019 11:18 AM
I'm a fellow user.
Without knowing how you have structured the investment in Moneydance it is very difficult to be able to advise on ways of handling the transaction(s)
System closed this discussion on 14 Aug, 2019 11:20 AM.