[moneydance] No subaccounts for investment accounts?

[Anthony Bayer]

Maybe I can explain it another way.

The original enquiry said that there were two investment houses  
through which you bought securities. Calling them House A and House  
B, Go to Account -> New Account, select Investment and then call it  
House A. Repeat this for House B.

Open House A from the Home Page and add your first security from that  
investment house and enter its details. Repeat for all remaining  
securities.

Repeat the above for House B.

At the end of the process, the Home Page will give you two listings  
in the Investment Accounts - House A and House B. Beside each of  
these headings will be the total current value based on the most  
recent values you have entered.

Listed beneath head of these Accounts will be a list of the  
securities you own and the number of shares in each. Opening each  
account will give you a list of the shares and a fuller analysis of  
each secutity.

Hope this clarifies
Anthony
On 2007 Jul 14, at 03:10, Gordon Alley wrote:

> No, I haven't had a chance to do anything with it yet. I've never used
> multiple currencies, so it will take a bit to figure that out. Sub- 
> accounts
> sure would be useful!
>
> -Gordon
>
> On 7/13/07, Ylan Segal <ylan.segal at gmail.com> wrote:
>>
>>
>> On Jul 9, 2007, at 9:52 AM, Gordon Alley wrote:
>>
>>> 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
>>>
>>
>> Gordon,
>>
>> Did you figure out a solution to your problem? I am facing much the
>> same situation as you, but the previous tip about using different
>> currencies didn't work for me.
>>
>> Thanks,
>>
>> --
>> Ylan Segal
>> ylan.segal at gmail.com
>>
>
>
> -- 
> Gordon B. Alley
> http://www.gordonalley.com
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