How to add and manage investments?

Aslam Najeebdeen's Avatar

Aslam Najeebdeen

18 May, 2021 07:30 PM

Hello there,

I tried to figure out how to add my investments (Stocks, Unit trust) to Moneydance, but couldn't.

Can you record a quick Loom video or something to explain it better?

I tried to follow the instruction in the below link, but it's not clear as well.

http://moneydance.com/help_docs/adding_sec.html

Thanks,

  1. 1 Posted by dwg on 18 May, 2021 08:52 PM

    dwg's Avatar

    I'm a fellow user

    The instructions you have pointed at describe how to setup and associate a security with an investment account. This is the basic information about a security.

    The next step is entering transaction data, including any initial holdings you may have.

    There is another article that describes one way of doing this.

    https://infinitekind.tenderapp.com/kb/investment-accounts/entering-holdings

    All published data about Moneydance is provided in the way of knowledge base articles, the entry point for these is:

    https://infinitekind.tenderapp.com/kb

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