Create an Investment Account

Investment accounts in Moneydance are used to aggregate and track the value of a set of securities, as well as calculate the balance that is created by all transactions in that account.

Investment Accounts can be created by selecting Account --> New Account. Then select the 'Investment' type, and enter the account details.

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After you've created the Investment account, you'll need to setup securities within the account. This happens in three stages: creating the security, associating it with an investment account(s), and entering your holdings.

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