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In this window you can customize the network and online banking settings.
It is very important that you ensure the data files you'd like to share are not already located in any shared folder (like Dropbox, Network Share, etc) before syncing is setup. We strongly recommend that your main data file (the .moneydance file) is stored locally. In newer versions of Moneydance, you'll be prompted to move the file to your local system, if Moneydance detects the file is being shared.
You can display and modify your investment holdings using different view options - Portfolio View, Register, Bank Register and Securities Detail.