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Dowloaded investment transactions - net worth vs. gain or loss?
Just downloaded Vanguard mutual fund accounts. Why is net worth balance showing the CHANGE in value of these shares? Net Worth would include current value of the asset, not it's gain or loss.
Also, not sure why all the cash balances in the registers are negative. This seems confusing.
Thanks,
Scott
Also, not sure why all the cash balances in the registers are negative. This seems confusing.
Thanks,
Scott
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Inappropriate?Actually, I've been wondering how to set up our Vanguard 401(k) data inside Moneydance. The help files were not particularly helpful to me... Is there an instruction set somewhere that I've overlooked, or anyone out there who has an idea how to do this?
I’m stumped.
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Inappropriate?I too am having major problems trying to setup my Vanguard accounts. When I create the account and then download the data does not even come close to what it should be. I've used the direct connect as well as web connect and the figures are still wrong. If you find an answer, please let me know
