Does archiving work for investment accounts?
No, transactions in investment accounts are not included in the archive process. The reason being that it would not be possible to correctly calculate the cost basis with only a partial investment transaction history.
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Basics
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Frequently Asked Questions
- Can I set a Starting Balance for my checking/savings/etc. Account?
- Can you change the word "Check" to "Cheque" anywhere in the programme?
- Does Moneydance allow for assigning 'classes' to transactions?
- How can I add extra principal payments to a Mortgage?
- How can I edit the items that show up in the "Check#" list (i.e., , Dep, Trn, etc.) ?
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iPhone & iPad app
- iPhone & iPad app Frequently Asked Questions
- What should I do if the iPhone or iPad app crashes?
- The network sync extension cannot see the iPhone or iPad app in the device list.
- How do I delete a transaction on the iPhone or iPad app?
- How do I install and setup the iPhone or iPad app?
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Importing data from other programs
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Investments
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Linux
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Advanced Topics
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Documentation