Asset Allocation Report - Stock vs Mutual Fund
Some of my securities are mis-categorized. Where/how can I
change stockmutual fund? I don't see it under:
Tools->Securities
Select Security->Edit
Not on this screen, also tried Edit next to security name (which
seemed to be the spot I expected the option)
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Support Staff 2 Posted by Ethan Tupelo on 07 Feb, 2012 08:14 PM
Can you please clarify what you mean by "mis-categorized?"
A few options that one may consider a category for securities can be reached by clicking on the relevant investment account in your left sidebar, click on the "securities detail" button towards the top of the screen, select the relevant stock from the dropdown list in the upper right section of the screen, and then click on the "edit security" button in that same upper right section of the screen. The window that appears will have fields for "type" and "subtype." Are these the things you are looking for?
Ethan Tupelo
Moneydance Support
3 Posted by oberman on 07 Feb, 2012 08:43 PM
I tried to use arrows between the words "stock" and "mutual fund" in my original post, but they were filtered out. I wanted to change the type of some things listed as stocks to mutual funds. The location you listed has the field I needed. It's super confusing to me that it's only referenced from an account, rather than on the security itself, but it's working now!
oberman closed this discussion on 07 Feb, 2012 09:05 PM.