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Fidelity Cash Management Account

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jerry

26 Nov, 2025 04:36 PM

Apologies if this has been discussed. Searching the public discussions doesn't appear to be working.

Any tips on using a Fidelity CMA in Moneydance? I see it cannot be added as a checking account under Bank and I also cannot see a way to merge transactions under the Investment account bank register.

1. 1 Posted by mhoggie on 26 Nov, 2025 11:22 PM

   

   just a user,

   I have a Fidelity CMA and it is set up as an investment. Fidelity allows direct connect updates. Works good.

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2. 2 Posted by dwg on 27 Nov, 2025 03:24 AM

   

   I have seen two approaches used:

   1. Set up the CMA as a security, buys and sells are done at 1.00

   2. Carry the balance in the Investment account

   Merge is not supported in Investment accounts.

   This capability has often been requested. I can only suggest the more people that request the capability, the more likely it is to get to the top of the list.

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3. 3 Posted by dwg on 27 Nov, 2025 03:25 AM

   

   FWIW the Tender search capability seems to work if you are not logged in, if you are, it fails.

   Go figure.

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4. Support Staff 4 Posted by Maddy on 27 Nov, 2025 10:34 AM

   

   Hi Jerry,

   There's an existing ticket in our ticketing system with your suggestion that I've attached to this discussion. By posting in this thread your interest in the ticket has been registered. This is equivalent to voting for it.

   We will notify you when there are further developments on this topic.

   Please let us know if we can be of further assistance!

   --
   Maddy, Infinite Kind Support

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5. 5 Posted by jerry on 27 Nov, 2025 04:00 PM

   

   @dwg,The CMA works fine using the "Bank Register" without buys/sells, just wish they did include the merge capability. Now that I can search (logged out), I'll see what others have suggested.

   @Maddy, thanks.

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6. 6 Posted by dwg on 27 Nov, 2025 08:40 PM

   

   Yes it works with the bank register.

   This means you are carrying the balance in the Investment account, which in effect was the second option given, the "Bank Register" is really a different "view" of the data that just shows the transactions that are compatible with a bank register and allows you to enter transactions using that style and with most of the capabilities of a Bank register.

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7. System closed this discussion on 26 Feb, 2026 08:50 PM.