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

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