How to move investments from one acct to another acct

Ron English's Avatar

Ron English

24 Jan, 2023 06:59 PM

Recently had my broker transfer some investments in - kind from one investment account to another investment account. How do i update these transactions in Money Dance so that the invests move and the investment cost will move as well??

  1. Support Staff 1 Posted by Maddy on 25 Jan, 2023 11:14 AM

    Maddy's Avatar

    Hi Ron,
    Thank you for contacting Moneydance support.

    Using Moneydance 2022.5 (4091), you can now navigate to Extensions->Manage Extensions (when the Toolbox is already installed) you will see the option Toolbox: Move investment transactions.

    Please ensure you are using the latest versions of the Toolbox (v1056) and the Quote Loader (v3058) during the process.

    In the resulting window you can choose HELP/GUIDE prior to proceed to moving your investment transactions from an account to the other.

    I hope this information is helpful. Please let us know if you have further questions or need more assistance.

    Maddy, Infinite Kind Support

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