Moneydance requiring Security field for everything

jdien07's Avatar

jdien07

02 Jan, 2024 12:38 AM

I have some cash in an Investment account. I just want to register the transaction of wiring some money out (MiscExp). Moneydance is requiring that the Security field have something entered. None of the options in the list (all the securities I have had in the account) would make sense. This comes up for everything involving cash of course (i.e., MiscInc, MiscExp). Any way of avoiding this? Or suggestions for a workaround? Moneydance seems to really struggle to handle cash in brokerage accounts.

Joe

  1. 1 Posted by dwg on 02 Jan, 2024 01:03 AM

    dwg's Avatar

    You can use the Xfr action type, or you can switch to the Bank register and enter transactions like you would in a bank account.

  2. 2 Posted by jdien07 on 02 Jan, 2024 02:20 AM

    jdien07's Avatar

    I see! Not intuitive, but that works. Thanks!

    Joe

  3. jdien07 closed this discussion on 02 Jan, 2024 02:20 AM.

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