How to enter a transfer of funds from a Candian investment account to a US funds account

moedev's Avatar


26 Mar, 2017 09:51 PM

I have imported my transaction history from Quicken into MD. I have been able to reconcile the accounts in my Base Currency, CAD. However I need to enter the specific rate for the funds that are to be transferred between accts. When I have the registry open I can't see how to enter the currency rate to balance my accts. I have not found any help in the knowledge base.

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  1. Archive - Moneydance 2017 - Investment Accounts

    This is an archived document. Please refer to the more recent knowledge base articles on this page

    How Investment accounts work -

    Investment accounts in Moneydance are used to aggregate and track the value of a set of securities, as well as calculate the balance that is created by all transactions in that account.

    You can display and modify your investment holdings using three different options: P...

    See more..
  1. moedev closed this discussion on 26 Mar, 2017 10:04 PM.

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