Investment Accounts Opening Balance
Moneydance doesn't seem to want to let me change the opening balance of an investment account. I had moved all my data from MS Money and then got rid of the associated Cash account, but the opening balane needs adjusting and I can't seem to change it.
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1 Posted by -Kevin N. on 15 Jul, 2009 12:02 AM
batwell,
Go to the Prtfolio View of the brokerage account in question. From the Menu bar click on Account > Edit Account... In the resulting form, edit your Initial Balance:
Hope this helps. -Kevin
2 Posted by Ben Spencer on 15 Jul, 2009 05:47 PM
batwell,
Kevins description of how to change the initial balance is correct (Thank you Kevin). Did this resolve your problem? Do you need further assistance?
Sincerely
Ben Spencer
3 Posted by batwell on 16 Jul, 2009 01:12 PM
Weel, no it didn't resolve the issue, but I have since totally changed things and now I can't recreate the problem. I had a very large and convoluted MS Money file and followed the directions carefully but there were numerous translation problems, mostly with investment accounts. I don't think MD was to blame but more MS Money and me. I have since decided to start from a truly clean slate but only from the beginning of this year. This involves a lot of tedious work but I'm sure it will be worth it.. ( I am about 95% done at this point.)
Thanks for your help.
Bob.