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CD maturities and interest (also bond interest) has incorrect 'Action'

David Greene's Avatar

David Greene

14 Jun, 2023 02:25 PM

Irritating issue is, upon download on an investment account, CD maturing has action of 'BuyXfr' and CD/bond interest populates as 'Xfr'. to correct this, I have to override the 'Action' as either 'miscinc' or 'sell'. What is causing this? Would be nice to push the download button once, and be done with it! :)

thanks

  1. 1 Posted by dwg on 15 Jun, 2023 12:02 AM

    dwg's Avatar

    This likely to be caused by how the institution is presenting the transactions, when this is the case there is nothing much that Moneydance can do.

  2. System closed this discussion on 14 Sep, 2023 12:10 AM.

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