Manually importing investment account info

Eugenia R's Avatar

Eugenia R

01 Feb, 2021 04:33 PM

Hi,

I wanted to know if moneydance allows for investment info to be added manually

  1. 1 Posted by derekkent23 on 01 Feb, 2021 10:47 PM

    derekkent23's Avatar

    I am not support staff, just a user.
    Hi Eugenia

    Yes, see https://infinitekind.tenderapp.com/kb/investment-accounts

    Hope this helps

  2. 2 Posted by dwg on 02 Feb, 2021 02:43 AM

    dwg's Avatar

    I enter all my data manually with the exception of Stock prices.

    The soft copy data I can get for investments is incomplete and what is there is next to useless as a source for loading into financial software.

  3. Melissa closed this discussion on 04 Mar, 2021 11:51 AM.

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