How to add and manage investments?
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,
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1 Posted by dwg 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.
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