Investments
Information about managing your investments with Moneydance.
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...
Wed, 28 Jul, 2021 at 12:33 PM
You can display and modify your investment holdings using different view options - Portfolio View, Register, Bank Register, and Securities Detail. Portf...
Wed, 28 Jul, 2021 at 12:53 PM
Securities are units of value that can be aggregated and tracked in investment accounts. Examples of securities include stocks, mutual funds and bonds. All...
Wed, 28 Jul, 2021 at 1:15 PM
You may want to create a new investment subtype to track your securities in more detail. Creating a custom subtype is one way to add additional tracking in...
Wed, 30 Mar, 2022 at 12:26 PM
Once you have created a security, you can enter transactions that reflect your holdings for this security. If you are adding initial holdings, you can en...
Wed, 30 Mar, 2022 at 12:27 PM
Moneydance offers the ability to enter historical stock prices directly from within Investment accounts. There are a number of ways to do this, outlined bel...
Mon, 13 Sep, 2021 at 3:20 PM
In essence, the cost basis of a set of shares is the amount that was spent acquiring those shares. Moneydance currently supports Average Cost and Lot-bas...
Mon, 13 Sep, 2021 at 12:56 PM
You can use an Investment account to track precious metals in Moneydance. Create an Investment account by selecting Account > New Account. Name the ...
Mon, 13 Sep, 2021 at 3:18 PM
The following is an example of accounting for Stock Spinoff, as provided by a Moneydance customer and contributor to the support forum. This example i...
Mon, 13 Sep, 2021 at 1:46 PM
You can record the value of a property or your home, and update its value as the market changes. To do this, you will treat the property as a security w...
Mon, 13 Sep, 2021 at 2:10 PM