Merge popup window

bahearn1039's Avatar


29 Mar, 2015 12:54 PM

When reviewing downloaded transactions is the merge popup window available to IMAC users. All I have every had was the Confirm button at the bottom of the screen. I normally just go thru and delete all the duplicate transactions.

  1. 1 Posted by cookie87 on 29 Mar, 2015 01:37 PM

    cookie87's Avatar

    What type of account are you in? The Merge window doesn't appear or work in Investment Accounts (which is a real annoyance/problem in my view, especially for Investment Accounts with Checking - e.g. CMA accounts).

  2. 2 Posted by bahearn1039 on 30 Mar, 2015 12:38 AM

    bahearn1039's Avatar

    It would be an investment account.

  3. 3 Posted by Jerome on 30 Mar, 2015 01:22 PM

    Jerome's Avatar


    Can you tell me what kind of transactions are you trying to merge? Unfortunately, Moneydance does not have the ability to merge investment transactions at this time. If this is what you wish to accomplish, then the only solution is to manually delete one of your duplicate transactions. There's an existing ticket in our suggestion tracking system with the request to add the ability to merge investment transactions to Moneydance. I've attached this discussion to the ticket and have forwarded your feedback to the developers.

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

    Infinite Kind Support

  4. 4 Posted by bahearn1039 on 30 Mar, 2015 11:21 PM

    bahearn1039's Avatar

    I am trying to merge investment transactions.

    thanks for the response.

  5. Jerome closed this discussion on 31 Mar, 2015 11:55 AM.

  6. cookie87 re-opened this discussion on 05 Apr, 2015 04:27 PM

  7. 5 Posted by cookie87 on 05 Apr, 2015 04:27 PM

    cookie87's Avatar

    Anything that can be done to prioritize this topic is really important. You
    guys worked hard to add CMA functionality to investment account, but it¹s
    honestly kind of useless without the merge functionality! I am considering
    setting up a separate checking account (as was required before you added CMA
    functionality) and batch moving all the downloaded transactions, assuming
    that¹s still possible.

    From: Jerome <[email blocked]>
    Reply-To: <[email blocked]>

  8. System closed this discussion on 19 Mar, 2016 04:56 AM.

  9. System closed this discussion on 27 Mar, 2018 09:30 AM.

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