Combining individual investments into single account

Old Goat's Avatar

Old Goat

05 May, 2016 12:27 AM

I have several accounts each with many sub-types for separate investments. Updating, manually, monthly prices is becoming very time consuming. MD Security Price Entry extension makes this a lot easier
. The brokers statements are very detailed and my records are available on line with numerous charts and graphs. Unfortunately they do not download into Money Dance. Without losing my existing data is it possible to just add the month end total value and rely on their records for individual detail. I guess if I started a complete new MoneyDance account, without individual sub-types, this could be achieved but this seems very drastic and previous information would be lost.

  1. System closed this discussion on 02 Oct, 2016 02:34 AM.

Comments are currently closed for this discussion. You can start a new one.

Keyboard shortcuts


? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac