tag:infinitekind.tenderapp.com,2009-01-14:/discussions/online-banking/15659-matched-incorrect-account-how-to-fixInfinite Kind: Discussion 2020-03-30T16:55:28Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/481909382020-03-30T09:00:34Z2020-03-30T09:01:14ZMatched incorrect security; how to fix?<div><p>While catching up on my years-long hiatus from MD, I downloaded transactions from TD Ameritrade. During that time they switched from a cash account to a money market cash account. On the first import, I accidentally matched to a money market security in a different investment. After realizing my error, I created a new security with the same security ID and new ticker matching the correct money market fund.</p>
<p>MD still downloads new transactions into the incorrect security. I change it to the correct one and delete the incorrect security, but the next month the incorrect security is automatically recreated when there's a new transaction. I'm fairly certain I tried disconnecting the online banking and re-creating it from scratch, but it seems like this incorrect connection was maintained.</p>
<p>What do I need to do so that new transactions match the correct security?</p></div>Tedtag:infinitekind.tenderapp.com,2009-01-14:Comment/481909382020-03-30T14:33:05Z2020-03-30T14:33:05ZMatched incorrect security; how to fix?<div><p>Hi Ted,</p>
<p>See if this post helps.<br>
<a href="https://infinitekind.tenderapp.com/discussions/problems/59247-ofx-import-remember-this-choice-issue">https://infinitekind.tenderapp.com/discussions/problems/59247-ofx-i...</a></p>
<p>-Kevin N. (not a member of MD support)</p></div>-Kevin N.tag:infinitekind.tenderapp.com,2009-01-14:Comment/481909382020-03-30T16:55:19Z2020-03-30T16:55:19ZMatched incorrect security; how to fix?<div><p>Thanks, that looks like what I need. I'll have to wait until another Money Market transaction is downloaded to verify it worked, but my expectation is that it will work fine.</p></div>Ted