Wrong Entry
I have an discrepancy in my investments, the investment portion is providing a cash value which makes the sum total wrong. Can't to see how to correct, any suggestions?
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1 Posted by -Kevin N. on 06 Jan, 2017 08:09 PM
Hi Ed,
Is this a newly established account in Moneydance?
If so, you may need to enter / edit the 'Initial Balance' of the account.
To do so, open Moneydance to the account in question.
From the Moneydance menu bar, go to Account > Edit Account.
In the resulting form, you can enter / edit the 'Initial Balance' so as to zero out the 'Cash Balance'.
-Kevin N.
2 Posted by Elson Held on 06 Jan, 2017 10:53 PM
Yes… it is a new account. I just purchased Moneydance. That worked… thanks!
3 Posted by -Kevin N. on 06 Jan, 2017 11:22 PM
Hi Elson,
I'm glad to hear that it worked. Good luck with the program.
-Kevin N.
System closed this discussion on 07 Apr, 2017 11:30 PM.