Syncin Investments

Carl Ulmer's Avatar

Carl Ulmer

14 Dec, 2022 04:48 PM

When syncing to my iPhone, Bank accts and asset accounts Sync perfect. However Investment accounts don't sync at all. Is that normal or what do I need to change

  1. Support Staff 1 Posted by Maddy on 14 Dec, 2022 05:39 PM

    Maddy's Avatar

    Hi Carl,
    Thank you for contacting Moneydance support.

    The mobile app includes 365 days of transactions for each account shown within the following account types: Bank accounts, Credit Card accounts, Asset accounts and Liability accounts as outlined in this article of the Knowledge Base.
    Unfortunately Investment accounts are not included at this time.

    I hope this information is helpful. Please let us know if you have further questions or need more assistance.

    Maddy, Infinite Kind Support

  2. System closed this discussion on 15 Mar, 2023 05:40 PM.

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