[moneydance] No subaccounts for investment accounts?

Anthony Bayer bogor at mac.com
Mon Jul 9 05:31:02 EDT 2007


Well, I track my iinvestments based on their currencies and maybe you  
could do the same.

Create a portfolio called Tracking Account - that would be a new  
Investment type account.

Within this portfolio, set up each individual security that you want  
to track and my guess is it will work.

In order to actually track the share you may have to buy one share.  
If you are currently tracking your net worth, you may have to put in  
a counterbalancing transaction to "zero out" that portfolio account.

T


On 2007 Jul 09, at 12:17, Gordon Alley wrote:

> It appears that I can't create subaccounts for investment accounts.  
> Is that
> correct?
>
> I use a couple of different investment newsletters to pick  
> securities, and
> I'd like to track them separately, even though they are all  
> invested using
> the same brokerage company.
>
> I realize I can created completely separate accounts at the Root  
> level, but
> it would be helpful to group them under the same parent account.
>
> Am I missing something?
>
> Thanks.
>
> -- 
> Gordon B. Alley
> http://www.gordonalley.com
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