Tracking Your Investments
Investment accounts in Moneydance are used to aggregate and track the value of a set of securities as well as a balance that is affected by buy, sell, dividend, transfer, income and expense transactions. There are three views for an investment account: portfolio view, register view, and a security detail view.
The Portfolio view provides an overview of the account's holdings including the current price, number of shares, and current value of each security as well as the current cash balance for the account. This view also includes a graph representing the breakdown of your asset distribution if your holdings are spread across more than one type of security.
The Register view shows all account activity, transaction by transaction, as well as the running cash balance for the account. Double-clicking or selecting a transaction then pressing the enter key will put a transaction into editing mode. The register view is usually the best place to enter and edit investment transactions.
The Securities Detail view shows specific information about individual securities within the account. Information that is displayed includes a graph of the historical prices and volume for the selected security, cost basis for your holdings in this security, a list of transactions related to this security, and buttons for recording splits, adding securities, editing the history, etc.