or Create a profile
18 Apr, 2019 02:10 AM
I have several Managed Accounts at a brokerage. These are accounts in which managers buy or sell securities on my behalf, and may contain many securities. They differ from mutual funds in that I actually own the securities in the managed accounts. I am not interested in showing the value for each security in these accounts, only the total value of each account. How can I go about entering these in Moneydance? If, for example, I entered the brokerage name as a new investment, would the various account values be entered, or do I have to specify the name of each managed account? Please let me know if this isn't clear.
Formatting help /
(switch to plain text)
(switch to Markdown)
You can attach files up to 10MB
If you don't have an account yet, we need to confirm you're human and not a machine trying to post spam.
A conversation has been started with the Infinite Kind staff to resolve this discussion.
This discussion is private.
Only you and Infinite Kind support staff can see and reply to it.
This discussion is public. Everyone can see and reply to it.
You can use Command ⌘ instead of Control ^ on Mac
Powered by Tender™.