Gary's Avatar


03 Aug, 2019 10:37 PM

I have a fund that had a merger with other fund . How do you handle mergers

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  1. Archive - Moneydance 2017 - Investment Accounts

    This is an archived document. Please refer to the more recent knowledge base articles on this page

    How Investment accounts work -

    Investment accounts in Moneydance are used to aggregate and track the value of a set of securities, as well as calculate the balance that is created by all transactions in that account.

    You can display and modify your investment holdings using three different options: P...

    See more..
  1. 1 Posted by Gary Aanes on 04 Aug, 2019 03:51 PM

    Gary Aanes's Avatar

    I was able to fix it. Thank you

    Sent from my iPad

  2. Maddy closed this discussion on 04 Aug, 2019 06:02 PM.

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