[moneydance] Expected response time for requests sent to support at moneydance.com

Gordon Alley gordon.alley at gmail.com
Fri Apr 10 17:13:57 EDT 2009


I use the account's cash balance, rather than a separate Cash asset.
To record interest earned from the cash, I use an Xfr Action with the
interest category named in the Transfer field, and the interest amount in
the Amount field. The Cash Balance field and the selected interest category
will be updated appropriately.

On that investment price question, check the Price field in the Securities
Detail window for the security (click the History button to bring up the
Currency/Security History dialog, to edit this item as Current Price). I
believe that is the field that provides the default share price when you
enter a transaction for a security. I don't believe this field is
automatically updated when I manually add an entry in a security's price
history list. It does get updated when I use the Stock Quote Synchronizer
Extension. It may also get updated when a Buy or Sell transaction is
executed, but I'm not sure.

-Gordon

On Fri, Apr 10, 2009 at 9:55 AM, Merv Curley <mcurley at eol.ca> wrote:

> On April 10, 2009 2:55:26 am Scott M. Neal wrote:
> >
> >       I have another question now: My investment account's cash
> > account can bear interest, but I see no way to have the cash account
> > have an interest transaction that isn't tied directly to a security
> > (so I don't see how to use MiscInc, and it isn't a dividend).  How
> > do I post an interest transaction to the cash account of an
> > investment account?
> >
> Way back in the early days of MD I decided to have a cash account for each
> Portfolio.  Like the linked accounts that I was used to in Quicken.
>
> Sean has never cotten'ed to this notion of linked or cash accounts.  The
> feeling is,  just use the Cash Balance of the portfolio.   I don't like
> this because I can't see the transactions in the cash balance.
>
>  I just transfer my interest income to the cash account,  I transfer and
> buy and sell securities from the cash account.  If I ever see any $$$ in
> the Portfolio Cash Balance, I know I have made an error.  The
> disadvantage is you have to add your Portfolio balance and the cash
> account to see the total value of the portfolio.
>
> So,  use the Portfolio Cash [ which I think most people do ] or create a
> Cash account like I do.  There may be even other methods which you may
> hear about.  You are quite free to use the software the way hat works for
> you.
>
> Good luck.
>
> --
> Merv Curley
> Toronto, Ont.Can
>
> Linux    Sidux [Debian]
> KDE    v. 3.5.10
> Kmail  v. 1.9.9
>
>
-- 
Gordon B. Alley
http://www.gordonalley.com


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