Investment Transaction report has changed.

barron.edward's Avatar


28 Dec, 2021 10:57 AM

I would like a list of all contributions and withdrawals (and their dates) to/from all "Investment" accounts. Previously I was able to locate these using Action = "Xfr". In the latest version, the action column is blank and I cannot appear to generate more than one account at a time.

Also, the "Fee" column seems to be nonsensical.

  1. Support Staff 1 Posted by Maddy on 28 Dec, 2021 11:12 AM

    Maddy's Avatar

    Hi Edward,

    We are sorry to hear about the problem you have encountered.

    Can you try upgrading to the latest preview version, as this should hopefully fix the problem for you?
    Moneydance 2022.3 (4063) is now available to download from this page.

    For a full list of improvements in the preview version, please refer to this page.

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

    Maddy, Infinite Kind Support

  2. System closed this discussion on 29 Mar, 2022 11:20 AM.

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