Recording investment activity with complex financial products
M
Martin Lowe
started a topic
9 months ago
I have an investment product that does not have its own ISIN code (as it is actively managed by a 3rd party and comprises of many automatic buy/sell transactions of other products each month).
I also buy additional units every month.
So I was wondering what would be the best way of recording this in Moneydance as an investment account? Has anyone been in this situation, and figured out a low-maintenance way of doing this?
Martin Lowe
I have an investment product that does not have its own ISIN code (as it is actively managed by a 3rd party and comprises of many automatic buy/sell transactions of other products each month).
I also buy additional units every month.
So I was wondering what would be the best way of recording this in Moneydance as an investment account? Has anyone been in this situation, and figured out a low-maintenance way of doing this?
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