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04 Nov, 2019 04:01 PM
Is there any way to view my account portfolio for a date other than "Current Date?" If I am out of balance, it would help to be able to compare my statements with the amounts on that particular closing date.
on 04 Nov, 2019 07:34 PM
Thank you for contacting Moneydance support.
To edit the Portfolio date, navigate to Tools-- > Graphs and Reports-- > Portfolio-- > Edit and enter the preferred date.
I hope this information is helpful. Please let me know if you have further questions or need any assistance.
Maddy, Infinite Kind Support
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