Changing Portfolio view date

tiptonbob's Avatar


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.

  1. Support Staff 1 Posted by Maddy on 04 Nov, 2019 07:34 PM

    Maddy's Avatar

    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

  2. System closed this discussion on 03 Feb, 2020 07:40 PM.

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