or Create a profile
18 May, 2021 07:30 PM
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.
on 18 May, 2021 08:52 PM
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.
All published data about Moneydance is provided in the way of knowledge base articles, the entry point for these is:
Formatting help /
(switch to plain text)
(switch to Markdown)
You can attach files up to 10MB
If you don't have an account yet, we need to confirm you're human and not a machine trying to post spam.
A conversation has been started with the Infinite Kind staff to resolve this discussion.
This discussion is private.
Only you and Infinite Kind support staff can see and reply to it.
This discussion is public. Everyone can see and reply to it.
You can use Command ⌘ instead of Control ^ on Mac
Powered by Tender™.