adding investment/checking acct

wklemme's Avatar


28 Jun, 2018 06:48 PM

I'm trying to add a new account which is both investment and checking. Which one do I use when setting it up?

  1. 1 Posted by -Kevin N. on 28 Jun, 2018 08:46 PM

    -Kevin N.'s Avatar

    Hi wklemme,

    Each investment account in Moneydance is comprised of an investment register and a banking register so you should likely set up your account as an investment account and use it's bank register for the checking aspect.

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

  2. 2 Posted by wklemme on 28 Jun, 2018 09:58 PM

    wklemme's Avatar

    OK will give it a try...thanks!

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