Security transfer between accounts

davidvernonlong's Avatar


09 Dec, 2019 02:00 AM

As I have changed my broker I need to change quite a few securities between Moneydance accounts. Its a real bind to enter false transactions to do this, as the transfer of securities does not exist.
Please consider adding this.

  1. Support Staff 1 Posted by Maddy on 09 Dec, 2019 12:40 PM

    Maddy's Avatar

    Hi David,
    Thank you for contacting Moneydance support.

    Thanks for the suggestion for improving Moneydance! There's an existing ticket in our ticketing system with your suggestion, so I've attached it to this discussion and the developers will be looking into it.

    Please let us know if we can be of further assistance!

    Maddy, Infinite Kind Support

  2. 2 Posted by avp2 on 12 Jan, 2020 05:02 PM

    avp2's Avatar

    Lot of users would cheer this happening.

  3. 3 Posted by soleroadams on 12 Jan, 2020 05:40 PM

    soleroadams's Avatar

    I for one!!!

  4. System closed this discussion on 12 Apr, 2020 05:50 PM.

Comments are currently closed for this discussion. You can start a new one.

Keyboard shortcuts


? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac