Home → Investments →

Investment Register "Unfilled Blue Dot" in Description

• Edit

TimberWolf

03 May, 2018 02:54 PM

I've successfully imported a Quicken database to Moneydance that included a TD Ameritrade account. The online account is successfully downloading transactions with only minor glitches that I'm going through the process of correcting.

After downloading transactions, I'm seeing an "Unfilled Blue Dot" in the Register's Description entry (not in the "Cleared" column). See attached. I cannot find a reference to this indicator and would like to know if I need to perform some action on these entries (other entries that came in with the imported database don't have this indicator).

I suspect this may be the source of the "glitches" I'm having to manually correct.

Thank for your assistance,
T. Wolf

1. 1 Posted by TimberWolf on 03 May, 2018 02:56 PM

   

   Attachment for "Unfilled Blue Dot" in Register Description.

   • Register_Redacted.pdf 207 KB
   • Edit

2. 2 Posted by -Kevin N. on 03 May, 2018 03:54 PM

   

   Hi TimberWolf,

   Take a look at the following Moneydance KB article:
   http://help.infinitekind.com/kb/online-banking-and-bill-pay/recogni...

   -Kevin N. (not a member of MD support)

   • Edit

3. 3 Posted by TimberWolf on 03 May, 2018 05:09 PM

   

   Hello Kevin N.,

   So... it I understand the KB, I've already "confirmed" the downloaded transactions it the solid blue circle is not filled in. I don't recall ever seeing the blue circle filled in but I'll watch for it.

   Doesn't appear that this is the cause of other "glitches" I'm encountering with the TD Ameritrade downloads, but thanks for the info.

   Thanks again,
   T. Wolf

   • Edit

4. System closed this discussion on 02 Aug, 2018 05:10 PM.