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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