Maybe a shortcoming or two?
I'm newish to Moneydance - generally happy with it but there are a couple of things the program doesn't seem to handle very well and requires creative workarounds.
1) Dividends paid by companies which include a tax credit
(common in Australia).
2) Return of (part) capital while still holding the original number
of shares/units.
3) Program doesn't seem to allow bank accounts as
"investments".
Anyway.........for consideration.
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1 Posted by -Kevin N. on 11 Mar, 2011 12:41 AM
Hi David,
I can't speak to 1 or 3.
2) To report a Return of Capital, sell zero shares for the amount of the ROC.
HTH -Kevin N
2 Posted by David on 11 Mar, 2011 01:34 AM
Thanks Kevin!
3 Posted by Chris on 25 Nov, 2011 10:37 AM
Thats fine -- except that MD won't then allocate the 'sold' shares against the purchases. It then also refuses to allocate any other (real) sales of the same stock against purchases.
Sean Reilly closed this discussion on 21 Dec, 2011 04:49 PM.