Is it possible to see a portfolio view for a past time?
Converting form many years of Quicken. The investment transaction were quite messed up. It would be helpful if I could run a report that would show # shares of each security at a past time.
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1 Posted by -Kevin N. on 02 Nov, 2017 01:57 AM
Hi davlang,
If I remember correctly, the Portfolio Report can be set to an 'As of' date.
-Kevin N. (not a member of MD support)
2 Posted by davlang on 02 Nov, 2017 03:15 PM
Yes. That sees to be the case.
Thanks from a Moneydance newby.
Dave
System closed this discussion on 01 Feb, 2018 03:20 PM.