Linked Checking/Cash Account to Investment Account

Lee Roever's Avatar

Lee Roever

09 Aug, 2016 07:20 PM

I have a linked Checking/Cash account to my UBS Investment account. I have used Quicken for 15 years and want to switch over to a Mac software license. Quicken 2016 doesn't support linked accounts in Mac. Does Moneydance for Mac?

  1. 1 Posted by Tom Freeman on 09 Aug, 2016 08:01 PM

    Tom Freeman's Avatar

    MD ha a checking register for investment accounts, the cash balance is shared with the investment register of the account.

    If you haven't already you can download and trial MD for free, The first 100 transactions are free before you need a license key. This way you can try the import from quicken and bank download before making a purchase.

    You can download the program from here: http://infinitekind.com/download-moneydance-personal-finance-software

    You can download the users's guide and peruse the FAQ's fro here: http://help.infinitekind.com/kb

    Tom Freeman
    Infinite Kind Support

  2. System closed this discussion on 08 Nov, 2016 08:10 PM.

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