Create investment account in MoneyDance

John Callaway's Avatar

John Callaway

29 Apr, 2017 05:35 PM

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?

  1. 1 Posted by -Kevin N. on 29 Apr, 2017 07:47 PM

    -Kevin N.'s Avatar

    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)

  2. System closed this discussion on 29 Jul, 2017 07:50 PM.

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