[moneydance] How to setup College 529 plans in MD?

[Ylan Segal]

On May 22, 2008, at 3:24 PM, Rick Flower wrote:

> I've done that to a point.. I've got an investment account but since  
> there
> are no tickers per-se with the account in question, I can't add  
> anything
> other than regular increments of $$ into the account -- the statements
> indicate that each $50 I put in (for instance) adds 3.3378 units at
> $14.98/unit.. At this point I can't see any way that MD will be able  
> to
> indicate when the market takes a dive and the portfolio is now worth  
> less
> (or more) than last time w/o it following something with a ticker.. Is
> there something I'm missing?

You can update the price of the security manually when you get your  
statements. In the investment account, go to "Securities Detail".  
Select the security and go to history. There you can enter the current  
price, which Moneydance will use to calculate current value.

Hope this helps,

-- 
Ylan