Using Moneydance for a conservatorship account

Linda's Avatar

Linda

02 Jun, 2018 01:51 AM

Would be interested in chatting with someone who is currently experienced in using Moneydance to document for a conservatorship. We have a 100% disabled veteran son and are going to try to use Moneydance for his accounts and would like to find out if anyone else is doing this and how it works for them. We are of course dealing with documenting the spending of his money for reporting to the VA but also to the State of California. Any tips?

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