Wrong Entry

Ed Held's Avatar

Ed Held

06 Jan, 2017 07:56 PM

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?

  1. 1 Posted by -Kevin N. on 06 Jan, 2017 08:09 PM

    -Kevin N.'s Avatar

    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. 2 Posted by Elson Held on 06 Jan, 2017 10:53 PM

    Elson Held's Avatar

    Yes… it is a new account. I just purchased Moneydance. That worked… thanks!

  3. 3 Posted by -Kevin N. on 06 Jan, 2017 11:22 PM

    -Kevin N.'s Avatar

    Hi Elson,

    I'm glad to hear that it worked. Good luck with the program.

    -Kevin N.

  4. System closed this discussion on 07 Apr, 2017 11:30 PM.

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