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Stocks and Share portfolio accounts

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Warwick Morgan

02 Mar, 2016 05:29 PM

I am currently switching from Quicken 2000 to Moneydance. Bank accounts are very easy, however I can't work out how to do my Stocks and shares accounts.
Ideally I want to create a major category PORTFOLIOS under the BANK category on the left, where I can set up my share investment accounts.
Once that is done populate it with my portfolios.
Any ideas, Warwick.

1. 1 Posted by dwg on 02 Mar, 2016 09:27 PM

   

   I does not make sense to put stocks and shares in the Bank category, simply because they are not bank accounts they are investments and the bank type accounts do not have transaction types that can deal with investment transactions - like buy, sell, dividends etc..

   The typical method is to create an Investment type account for your brokerage and add stocks and shares to this.

   Have you looked at the user Manual?

   http://help.infinitekind.com/kb/user-guides/moneydance-2015-user-guide

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2. 2 Posted by Warwick Morgan on 06 Mar, 2016 03:34 PM

   

   Thanks for your input. Now going well.

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3. 3 Posted by Tom Freeman on 07 Mar, 2016 06:10 PM

   

   If you could be specific with what you are trying to do i could better advise on the steps you would need to take.

   You can alos peruse our FAQ's from here: http://help.infinitekind.com/kb

   Tom Freeman
   Infinite Kind Support

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4. 4 Posted by Warwick Morgan on 17 Mar, 2016 11:05 AM

   

   Hello Tom,
   I’ve made good progress transferring from Quicken 2000 to Moneydance having transferred Bank accounts, Assets and Share Accounts with prices updated via the Quotes Extension.
   I am now putting in Unit Trusts and Bonds, where the prices must be updated manually, say once a week/month. How do I do this?
   I can’t find any reference to it.
   Thanks in advance, Warwick Morgan

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5. 5 Posted by Warwick Morgan on 17 Mar, 2016 11:28 AM

   

   Hello Tom,
   I think I’ve just found out how to do it by using the Security price Extension.
   Is that right.
   Warwick Morgan

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6. 6 Posted by dwg on 17 Mar, 2016 08:22 PM

   

   Using that extension is the easiest way to update the prices manually.

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7. 7 Posted by Tom Freeman on 18 Mar, 2016 06:45 PM

   

   If you are manually updating the prices then the security price entry is by far the easiest method.

   Tom Freeman
   Infinite Kind Support

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8. System closed this discussion on 17 Jun, 2016 06:50 PM.