Currently when I add an investment there is a type dropdown that allows me to select Stock, CD, Mutual Fund, Bond, and Stock Option. I like to try and maintain a balanced portfolio of different types of mutual funds, such as Large Cap Growth, Large Cap Value, etc. Is there a way to customize that list to include such categories so I could see a pie chart on each Porfolio View?
Comments are currently closed for this discussion. You can start a new one.
|?||Show this help|
|ESC||Blurs the current field|
|r||Focus the comment reply box|
|^ + ↩||Submit the comment|
You can use
Command ⌘ instead of
Control ^ on Mac
1 Posted by Brian Adler on 30 Apr, 2009 04:47 AM
Doug, There is no way to do this currently. However, we agree this would be useful and can implement the ability to customize security types in a future release of Moneydance.
Brian Adler closed this discussion on 30 Apr, 2009 04:47 AM.