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Wider range of download transactions

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Ron Magee

15 Oct, 2015 11:23 PM

Moneydance 2015 preview changelog" stated in part:

"Build 1191:

    restore the ability to use a wider date range for certain banks when downloading transactions"

I cannot find how to do that. I want to convert from Quicken 2015 for mac to Moneydance, but handling investments is critical. One of my brokerage firms, Fidelity, only allows me to download csv files from their site. In setting up the accounts, online downloads will only bring in the last 90 days. I need the last 10 months on 11 different accounts (my mothers, my mother-in-law, my IRA, an inherited IRA, my nonIRA, my wife's ...well you get the point. I won't take on the monumental effort of manually entering all the transactions for for all those accounts for the last 2 years. I need to set a wider date range.

PLEASE HELP. I really want to make Moneydance work, but I need to know it will handle investments and I cannot get the accounts loaded to test. Even if I was inclined to manually enter the transactions, doing so would exceed the 100 manual entry limit for trial many times over. I wouldn't even be able to get one account loaded.

Thanks

1. 1 Posted by Jerome on 16 Oct, 2015 01:59 AM

   

   Hi Ron,

   Moneydance will only download transactions available on your bank's server (usually the past 30-90 days) from your account when you import or download from your financial institution. Therefore, unless the initial purchase of the security is in the download, you will not have the complete information for your security. You will need to manually enter transactions for the account to reflect your current holdings. You can find instructions for entering your holdings beginning on page 46 of the Moneydance user guide. I hope this helps, and please let me know if I can be of further assistance,

   Jerome
   Infinite Kind Support

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2. 2 Posted by rfmnva on 16 Oct, 2015 10:09 AM

   

   Thanks Jerome. That's not what I wanted to hear, but what I suspected
   even though build 1191 gave me some hope. Since manual entry is not
   feasible, there are only 2 possibilities left to me. One would be to
   take a snapshot and extrapolate a view of Moneydance performance based
   on the remainder of the year, or two, lobby for Fidelity to offer a more
   reasonable download format. I don't think it is reasonable to expect
   Infinite Kind to develop a csv loader. Unless I just enter one
   portfolio, but even that would require more than 100 manual entries.
   Bummer.

   ron

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3. 3 Posted by dwg on 16 Oct, 2015 11:01 AM

   

   There is a CSV importer available for MD2015. It can be obtained from:

   https://github.com/stant/mdcsvimporter2015/releases

   It is developed by a 3rd party, but it might be worthwhile installing and seeing if it could work with your CSV files.

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4. System closed this discussion on 19 Mar, 2016 05:02 AM.