[moneydance] No subaccounts for investment accounts?

Gordon Alley gordon at gordonalley.com
Mon Jul 9 12:52:28 EDT 2007


These are actually securities that I own, not that I'm just monitoring.
There are about 70 of them right now, 50 associated with one investment
newsletter, and 20 with the other.

I would just like to keep track of them in two separate portfolios, but
under a parent account that would show the total value for both portfolios.
They are all held in the same brokerage account.

-Gordon

On 7/9/07, Anthony Bayer <bogor at mac.com> wrote:
>
> 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


More information about the moneydance-info mailing list