Merge Investment Transactions
Merging transactions are a very important process. MoneyDance does this well for financial transactions for many years. However, It has not implemented this feature for Investment transactions.
This is long overdue. I have multiple investment accounts across multiple companies. Moving funds from one to another results in 2 transactions for each account (the sending account and the receiving account). Downloading these transactions results in duplicate transactions which have to be manually managed. There is no merge transactions in MoneyDance for investment downloads. Please put this in as a higher priority request.
Keyboard shortcuts
Generic
? | Show this help |
---|---|
ESC | Blurs the current field |
Comment Form
r | Focus the comment reply box |
---|---|
^ + ↩ | Submit the comment |
You can use Command ⌘
instead of Control ^
on Mac
1 Posted by dtd on 13 Jan, 2025 06:20 PM
This has been asked for by many users (including myself).
As to when it might happen is a guess, as MD doesn't release their priority schedule.
Support Staff 2 Posted by Maddy on 13 Jan, 2025 07:53 PM
Thanks for the suggestion for improving Moneydance!
There's an existing ticket in our ticketing system with your suggestion, so I've attached it to this discussion.
As this seems to be a very popular request, please stay assured that it is in the priority list.
Please let us know if we can be of further assistance!
--
Maddy, Infinite Kind Support