Investments
How to add an existing security to my Investments account?
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1 Posted by -Kevin N. on 24 Jan, 2024 09:04 PM
Hi Luis,
Take a look at this Moneydance KB article.
https://infinitekind.tenderapp.com/kb/investment-accounts/adding-se...
One word of advice, create only one instance of any given security no matter how many different investments accounts that it may be held in.
-Kevin N. (not a member of Moneydance Support)
Maddy closed this discussion on 25 Jan, 2024 01:32 PM.