Investments

Information about managing your investments with Moneydance.

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...
Wed, 28 Jul, 2021 at 12:33 PM
Investment Account Registers
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
Adding Securities
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
Security Subtypes
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, 11 Aug, 2021 at 2:24 PM
Entering Holdings
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...
Mon, 13 Sep, 2021 at 12:30 PM
Security Prices
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
Lots vs Average Cost Purchases
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
Track Precious Metals
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
Stock Spin-off
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
Represent Property as Investment
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