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Meade Foster

22 Dec, 2015 04:33 PM

fixitnow [10:08 AM]
can not get American Funds investments to download CORRECTLY

​[10:09]
American Funds said they only support Quicken

​[10:14]
In MD I set up a NEW account and set up one new security and set up online banking for it

​[10:14]
MD downloads the WRONG security

​[10:15]
perhaps I could send a screen shop

​[10:17]
I have been fighting this for weeks

fixitnow [10:24 AM]
Is anyone going to respond???????

​[10:28]
I have used Moneydance for years for tracking daily expenses and receipts and love it for that BUT it WILL NOT track investments.

1. 1 Posted by Tom Freeman on 22 Dec, 2015 10:53 PM

   

   A screen shot would help. When you say they download the wrong security, can you go to the security detail window for that security, click the history button, click the edit button next to the security name and take a screen shot of that. I have a attached a screen shot to illustrate what I am looking for.

   What I think may have happened is that a security was mismatched with an existing security in your account. Seeing the edit security box will allow me to check the security id with the security name.

   Tom Freeman
   Infinite Kind Support

   • 1.PNG 56.5 KB
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2. 2 Posted by Fixit Now on 23 Dec, 2015 01:22 PM

   

   Tom,

   Thank you for advise. After using Moneydance for over 10 years I gave up on it. It works great for imputing daily expenses and receipts but never could direct download investments. Yesterday I replaced it with SEE Finance. It imported 20 years of records from Moneydance accurately with no issues and then direct downloaded investments with no issues. Moneydance needs to dance to a different tune.

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3. 3 Posted by Tom Freeman on 28 Dec, 2015 01:06 AM

   

   Tom Freeman
   Infinite Kind Support

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4. Tom Freeman closed this discussion on 28 Dec, 2015 01:06 AM.