tag:infinitekind.tenderapp.com,2009-01-14:/discussions/investments/419-wider-range-of-download-transactionsInfinite Kind: Discussion 2018-03-17T07:58:58Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/382113282015-10-16T01:59:33Z2015-10-16T01:59:33ZWider range of download transactions<div><p>Hi Ron,</p>
<p>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 <a href="http://help.infinitekind.com/kb/documentation/documentation">guide</a>.
I hope this helps, and please let me know if I can be of further
assistance,</p>
<p>Jerome<br>
Infinite Kind Support</p></div>Jerometag:infinitekind.tenderapp.com,2009-01-14:Comment/382113282015-10-16T10:09:01Z2015-10-16T10:09:02ZWider range of download transactions<div><p>Thanks Jerome. That's not what I wanted to hear, but what I
suspected<br>
even though build 1191 gave me some hope. Since manual entry is
not<br>
feasible, there are only 2 possibilities left to me. One would be
to<br>
take a snapshot and extrapolate a view of Moneydance performance
based<br>
on the remainder of the year, or two, lobby for Fidelity to offer a
more<br>
reasonable download format. I don't think it is reasonable to
expect<br>
Infinite Kind to develop a csv loader. Unless I just enter one<br>
portfolio, but even that would require more than 100 manual
entries.<br>
Bummer.</p>
<p>ron</p></div>rfmnvatag:infinitekind.tenderapp.com,2009-01-14:Comment/382113282015-10-16T11:01:19Z2015-10-16T11:09:18ZWider range of download transactions<div><p>There is a CSV importer available for MD2015. It can be obtained
from:</p>
<p><a href="https://github.com/stant/mdcsvimporter2015/releases">https://github.com/stant/mdcsvimporter2015/releases</a></p>
<p>It is developed by a 3rd party, but it might be worthwhile
installing and seeing if it could work with your CSV files.</p></div>dwg