Mass change of securities

hborchert2's Avatar


11 Mar, 2020 06:19 PM

I am holding the same security (fund) with slightly diffrent names in diffrent accounts. I would like to change the name of all historical transaction of that security so that it has the same name. Can you please let me know if there is a better way than changing each transaction individually.

Thank you,


  1. 1 Posted by dwg on 11 Mar, 2020 08:32 PM

    dwg's Avatar

    I'm a fellow user.

    I cannot think of a way.

    What you are wanting to do is to change the security that is used for each transaction, securities with slightly different names to Moneydance means different securities.

    None of the tools that are in the Software or any of the extension I can think of provides the ability to change the security that has been used, there is also no merge capability. There are some brute force approaches but I think they would probably require just as much if not more work and could be risky.

    It may be possible for a script to do it but you would need to know Python and something of the Moneydance structure to try this.

  2. 2 Posted by hborchert2 on 11 Mar, 2020 08:36 PM

    hborchert2's Avatar

    Thank you for your response.

    Sent from my iPhone

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