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Investment Accounts
An Investment Account holds securities - stocks, bonds, mutual funds, etc. - as well as cash. The account's cash balance can be used to purchase shares, and receives the proceeds from the sale of securities.
For an investment account, you can specify the bank name and account number for your reference, and set a default category, initial balance, currency type, and start date. You can also designate the account as a child, or subaccount, of another account.
There are three views for an investment account: portfolio view, register view, and a security detail view. The Portfolio view provides an overview of the accounts holdings. The Register shows account's activity, transaction by transaction. Finally, the Securities Detail page shows more specific information about individual securities. For more information on this account type, see Investments.
Moneydance features a number of different types of accounts. For a more specific discussion of bank, credit card, investment, asset, liability, expense, income, and loan accounts, read the relevant articles.
