Create investment account in MoneyDance
Adding new account appears to offer the option to open only a bank account or savings account. How does one create a new Investment account?
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1 Posted by -Kevin N. on 29 Apr, 2017 07:47 PM
Hi John,
From the Moneydance menu bar, go to Account > New Account.
You should then be offered a 'Create Account' form to select the type of account being created. (see screenshot)
Select 'Investment'. - Click 'Next'.
Fill in the particulars of the accounts. - Click OK,
The new account will appear in the left side bar.
HTH -Kevin N.
(not a member of MD support)
System closed this discussion on 29 Jul, 2017 07:50 PM.