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Fidelity Cash Account

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manu

01 Jan, 2011 01:39 AM

I am trying to set up a new "Bank" account in Moneydance for a Fidelity cash account that will be used as a checking account (with no stocks, mutual funds, etc. associated with it). When I go to set up on-line for this account, I get to a screen asking "Please choose the account that you wish to use", however the options are grayed out.

Searching through the support site, it seems that several people have had this problem and some assertions were made for Fidelity cash account support to be included a 2010 release. I am using 2010r3 (751). Please let me know whether support for this type of account has been added and provide instructions on how to proceed. At this stage, all I expect is for transactions from this account download along with the other accounts - I do not need bill payment ability through Moneydance.

Thanks,
Manu

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1. 31 Posted by Rick Evans on 01 May, 2013 11:38 AM

   

   EDIT: I think I can figure out how go back to an earlier version. I just do not know where I can download one and which version is best to utilize "Batch Change Account".

   Can I ask what steps I would need to take and which version of the software would be best to utilize batch change account? Conversely, is there a way manually edit a moneydance file in some way to make the account change?

   This is the first application that may give me the ability to make the switch from Quicken, which is very exciting. However, I use Fidelity mySmartCash for my checking account which identifies itself as an investment account. Without the ability to change it a bank account, it may be just too difficult to use it for managing online transactions.

   Thanks for your help.

   -Rick Evans

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2. 32 Posted by mreding on 01 May, 2013 11:41 AM

   

   I am not sure about changing an investment account to a checking account, I think you have to create a new account.

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3. 33 Posted by Scott Meehan on 01 May, 2013 02:08 PM

   

   Hi Rick,

   You can download Moneydance 2011 from here:

   http://moneydance.com/other

   Before installing it, you can revert your Moneydance 2012 data set to the earlier format by going to File -> Export, then choose Moneydance 2010 (also used by 2011) as the file format, and export the file. Once you've exported your data set, you can install Moneydance 2011 and open your data file with it and proceed from there.

   Scott Meehan
   Moneydance Support

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4. 34 Posted by Rick Evans on 01 May, 2013 05:50 PM

   

   EDIT: I figured it out...thank you.

   Thank you for your reply. Version 2011.2 is installed with my data converted and working.

   Can you explain where I may be able to to make the account change from investment to bank (batch change account functionality)?

   Thank you for your help.

   Sincerely,
   Rick Evans

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5. 35 Posted by Scott Meehan on 02 May, 2013 01:00 AM

   

   Hi Rick,

   I'm glad to hear that you figured it out! Please let us know if we can be of further assistance!

   Scott Meehan
   Moneydance Support

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6. Scott Meehan closed this discussion on 02 May, 2013 01:00 AM.

7. System closed this discussion on 31 Mar, 2015 03:30 PM.