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.


  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.

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

  2. System closed this discussion on 17 Aug, 2021 09:00 PM.

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