Configuring report

Peter Stern's Avatar

Peter Stern

22 Oct, 2015 06:22 PM

Is there any flexibility in setting up the Portfolio report?
When I transferred my data from Quicken 2007 all the security names transferred. However all the transactions
for the portfolio did not transfer into the Moneydance portfolio. Why? I transferred the data in a qif file?

  1. 1 Posted by dwg on 22 Oct, 2015 08:24 PM

    dwg's Avatar

    Is it any particular types of transactions that did not transfer? or transactions for a particular investment?

    It sounds like you need to get the transactions sorted first.

    QIf files can only handle raw transaction information, so there are certain action types they leave out completely.


  2. System closed this discussion on 19 Mar, 2016 05:00 AM.

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