Editing Currency/security history

anthony's Avatar

anthony

27 Feb, 2011 11:10 AM

hello,
I'm using MD latest version and to track a UK pension I've created an investment account, adding not individual stocks but funds such as the Fidelity Equity fund Class 5 for example . I create a security for each fund I invest in (which increases in value itself but I also put in regular contributions to buy more units of the existing or new funds).
The issue I have is that the allocation between the funds is in percentage and that means that my investment to individual funds may be a volume of 2138.77 for example. in the current MD version, the volume in the currency/security history does not accept decimals. could this be changed? Thank you,

Anthony

  1. 1 Posted by Tom Freeman on 28 Feb, 2011 02:49 PM

    Tom Freeman's Avatar

    Anthony,

    Moneydance's default is to carry securities to the fourth decimal place. And this shows on all reports. If you are referring the the volume field on the security history this is meant to track exchange trade volume.

    if there is a particular way of comparing your investments that you are looking for, let me know specifically what you want and I can try to see how to apply it to Moneydance.

    Tom

  2. System closed this discussion on 31 Mar, 2015 03:34 PM.

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