Mutual Fund Naming and Symbols

Michael R. Collier's Avatar

Michael R. Collier

10 Jan, 2019 03:52 PM

If I am using the correct symbol and stock exchange for a mutual fund, but enter its full name incorrectly, will Money Dance get confused?

  1. 1 Posted by -Kevin N. on 10 Jan, 2019 04:47 PM

    -Kevin N.'s Avatar

    Hi Michael,

    It has been my experience that the nomenclature of securities has no effect on Moneydance. I often shorten their names for convenience.

    The Ticker is what's important.

    You can, of course, correct the name if you inadvertently misspelled it.

    -Kevin N. (not a member of MD support)

  2. 2 Posted by Michael Collier on 10 Jan, 2019 05:11 PM

    Michael Collier's Avatar

    Where do I go to change the name? Does the name change everywhere it
    appears?

  3. 3 Posted by -Kevin N. on 10 Jan, 2019 05:25 PM

    -Kevin N.'s Avatar

    Hi Michael,

    Where do I go to change the name?

    From the MD menu bar, go to Tools > Securities.

    From the resulting list, double-click on the security in question.

    In the upper, right-hand corner of the resulting 'History' window, click the 'Edit' button.

    Here you can edit the security name.

    Look to the following Moneydance KB article for reference to the purpose of the various fields.
    http://help.infinitekind.com/kb/investment-accounts/adding-securities
    (Note: The Decimal Field is only offered during the creation of a security.)

    Does the name change everywhere it appears?

    It will effect the name in most cases. The one area that comes to mind that it likely will have no effect is in the 'Description' field of any given transaction - as those entries are typed in by the user.

    -Kevin N. (not a member of MD support)

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