How to?

22 Jan, 2025 10:07 PM

I'm new to this software. Only Savings, Checking and Personal Finances types of accounts appear . How/where do I download my investment data?

1 Posted by dtd on 22 Jan, 2025 10:13 PM

Use Account/New Account/Investment to create your first one, and that category will appear along with the new account created.
- Edit
2 Posted by dwg on 22 Jan, 2025 10:46 PM

I'd also suggest a browse of the Moneydance Knowledge Base articles on Investment accounts

https://infinitekind.tenderapp.com/kb/investment-accounts
- Edit
System closed this discussion on 23 Apr, 2025 10:50 PM.

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