help adding security to an investment account

Frank's Avatar


10 Feb, 2021 03:43 PM

Having trouble creating investment account and adding a security to it in moneydance - Im a new user and have entered other investments - Im sure im missing something easy i have re read the manual several times

  1. 1 Posted by Stuart Beesley ... on 10 Feb, 2021 03:50 PM

    Stuart Beesley (Mr Toolbox)'s Avatar
    1. Create the security master record using tools/security - add
    2. Go to the investment account(s). Click Securities details (top right-ish); Click add security or Actions>add security. Repeat step 2 in the accounts that you need this same security...

    (not support, just a fellow user)

  2. System closed this discussion on 12 May, 2021 04:00 PM.

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