tag:infinitekind.tenderapp.com,2009-01-14:/discussions/online-banking/367-fidelity-online-downloadInfinite Kind: Discussion 2016-03-19T05:03:28Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/368883742015-05-21T12:34:52Z2015-05-21T12:34:52ZFidelity Online Download<div><p>Hi Alan,</p>
<p>It sounds like you have your investment account set up with your
checking account as the default category. You should change that to
a different category. To view you CMA register, go to your Fidelity
investment account in Moneydance and click on the Bank Register tab
at the top of the main window.</p>
<p>Ian<br>
Infinite Kind Support</p></div>Ian Ltag:infinitekind.tenderapp.com,2009-01-14:Comment/368883742015-08-11T02:51:24Z2015-08-11T02:51:27ZFidelity Online Download<div><p>Fidelity Cash Management accounts are NOT investment accounts,
they are checking accounts and should be treated as such. I've been
dealing with this issues for YEARS now, and it's beyond
frustrating. Fidelity is one of the few places you can get free
BillPay as well as free transaction downloads, but Moneydance has
NEVER properly handled this account. Moneydance originally at least
allowed me to copy transactions from the Investment account over to
the Checking account but the 2012 version I have won't even allow
that so I have to manually redo them all. It's absolutely
maddening. Sounds like 2015 STILL has not figured out that this is
a checking account NOT a brokerage account.</p></div>Mary Jo Sminkeytag:infinitekind.tenderapp.com,2009-01-14:Comment/368883742015-08-11T03:11:05Z2015-08-11T03:11:07ZFidelity Online Download<div><p>I just downloaded version 2015 but still don't see how to use
this with my Fidelity Cash account and download my transactions. I
can't set up online banking with the checking account in Moneydance
as I still get the blank selections for which accounts to use it
with, and I still can't do a batch transfer from the investment
account to the banking account.</p></div>Mary Jo Sminkeytag:infinitekind.tenderapp.com,2009-01-14:Comment/368883742015-08-13T12:05:59Z2015-08-13T12:05:59ZFidelity Online Download<div><p>Hi Mary Jo,</p>
<p>I'm very sorry for the frustration this is causing you! The
reason I refer to it as an investment account is because that is
how the server sends the information. From your point of view, it
looks like a checking account, but from the internal point of view,
it is an investment account. I'm sorry the terminology is
confusing.</p>
<p>If you set up an investment account in Moneydance and download
your Fidelity account to it, you can use the Bank Register tab on
the investment account in the same way was the register on a
checking account. Unfortunately, because of major differences in
how banking and investment transactions are sent by the server,
Moneydance can't correct investment data to a checking account.</p>
<p>Hope that clears things up a little. Please let me know if I can
be of any further assistance, and thanks for using Moneydance.</p>
<p>Ian<br>
Infinite Kind Support</p></div>Ian Ltag:infinitekind.tenderapp.com,2009-01-14:Comment/368883742015-08-13T15:53:56Z2015-08-13T15:53:57ZFidelity Online Download<div><p>This is ridiculous, we have been reporting this problem with
cash accounts not being handled properly in Moneydance for years,
we were promised a fix in MD 2015 and appears you are saying it
STILL is not fixed! It's not just MY point of view, it IS a
checking account. In no way shape or form are Cash accounts at
Fidelity an investment account, you can't invest with them, and
they include things like BillPay that are standard checking account
features. An older version at LEAST let me easily move the
transactions after import to my checking account and then you all
decided to break even that small glimmer of light. I guess it's
time for me to move on and find a software that will work properly
and not insist on treating a checking account as an investment
account just because that's easier for them.</p></div>Mary Jo Sminkeytag:infinitekind.tenderapp.com,2009-01-14:Comment/368883742015-08-13T18:51:09Z2015-08-13T18:51:09ZFidelity Online Download<div><p>The bank register under investment accounts allows you to do
about everything you can with a regular bank register, including
move transactions into a different account. Have you tried that and
found it to not work?</p>
<p>Ian<br>
Infinite Kind Support</p></div>Ian Ltag:infinitekind.tenderapp.com,2009-01-14:Comment/368883742015-08-13T18:59:59Z2015-08-13T19:00:00ZFidelity Online Download<div><p>Ah, that's the information I needed, since you said previously
"Moneydance can't correct investment data to a checking account."
it sounded like there was no way to move the transaction and I had
not seen the tabs at the top to switch from Register to Bank
Register (what is the reason for having both of these, and having
to switch to the Bank Register in the first place?) This is what I
need to be able to continue using Moneydance, although I hope you
all will look at properly supporting these accounts as bank
accounts so we don't have to always use this workaround for
them.</p></div>Mary Jo Sminkeytag:infinitekind.tenderapp.com,2009-01-14:Comment/368883742015-08-13T20:01:20Z2015-08-13T20:01:20ZFidelity Online Download<div><p>Great, glad that works for you. I'll talk to our lead developer
about what else we can do to make CMAs look more like regular bank
accounts in Moneydance.</p>
<p>Ian<br>
Infinite Kind Support</p></div>Ian L