Managed accounts

Alan Stern's Avatar

Alan Stern

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.

Reply to this discussion

Internal reply

Formatting help / Preview (switch to plain text) No formatting (switch to Markdown)

Attaching KB article:


Attached Files

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.

Keyboard shortcuts


? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac