Foreign investments

fabrizio.antoniotti's Avatar

fabrizio.antoniotti

10 Jul, 2023 08:15 PM

Dear Sirs,
I'm using Moneydance in order to account for my personal finances, but I'm sorry having to inform you that I was not able to find a satisfying solution to the following problem: I currently have a current account in EUR, and some stocks in foreign currencies (namely USD). I tried to replicate this in Moneydance, so I created an EUR account (the current account) and an account for each USD stock. What I would like to do is to account each investment in its currency (i.e. I would like to record the price and the dividend in each single account with the original values) and then debit or credit the current account using the FX rate used by the bank. Unfortunately this seems not possible, as the related fields (exchange rate and/or the amount in local currency) are not editable. Is there a way to do that, without having to record the amounts in the related stock accounts directly in EUR? Thanks a lot for your attention and your help.
Best regards

  1. System closed this discussion on 12 Oct, 2023 07:53 PM.

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