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Investments?

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Mark S

Oct 21, 2011 @ 04:02 AM

I just downloaded Moneydance tonight, paid my money and entered the license key. I've set up a banking and savings account. However, I can't figure out how to set up an investment account. I choose the investment account type and filled out the starting information. It appears in the left sidebar but I can't get a register to appear.

What is the secret? How do I get the investment register to appear?

How can I be certain that the "trial" limitation has been removed from the download?

Help!

1. 1 Posted by -Kevin N. on Oct 21, 2011 @ 12:34 PM

   

   Hi Mark S,

   How do I get the investment register to appear?

   Click on the Investment Account from the side bar. When the account is viewable in the main window, look to the upper portion of the window for 3 buttons: 'Portfolio View', 'Register' and 'Securities Detail'. click on 'Register'.

   How can I be certain that the "trial" limitation has been removed

   Menu bar > Help > Register Moneydance

   HTH -Kevin N.

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2. 2 Posted by Angie Rauscher on Oct 21, 2011 @ 01:17 PM

   

   Mark,

   Kevin's advice is quite sound. You can find more information on using investment accounts in the Moneydance 2011 user guide here. 

   Thanks for using Moneydance, and please let me know if I can be of further assistance,
   Angie Rauscher
   Moneydance Support

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3. Angie Rauscher closed this discussion on Oct 21, 2011 @ 01:17 PM.

4. Mark Schwarz re-opened this discussion on Oct 21, 2011 @ 09:01 PM

5. 3 Posted by Mark Schwarz on Oct 21, 2011 @ 09:01 PM

   

   

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6. 4 Posted by -Kevin N. on Oct 21, 2011 @ 09:19 PM

   

   Hi Mark,
   It appears that your reply did not post.
   -Kevin N

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7. System closed this discussion on Mar 31, 2015 @ 03:44 PM.