tag:infinitekind.tenderapp.com,2009-01-14:/discussions/investments/6120-merge-investment-transactionsInfinite Kind: Discussion 2024-03-22T13:47:00Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/493532522021-08-24T11:31:10Z2021-08-24T11:31:10ZMerge Investment Transactions<div><p>Here is a screen shot showing a duplicate transactions, one from a non–investment account that was MD auto downloaded and the one MD downloaded for this investment account.</p></div>jenkins007tag:infinitekind.tenderapp.com,2009-01-14:Comment/493532522021-10-10T16:25:43Z2021-10-10T16:25:43ZMerge Investment Transactions<div><p>Boy, investment transaction merge is really a long missing, much wanted and extremely useful, function. How about adding it in MD 2022.</p></div>avp2tag:infinitekind.tenderapp.com,2009-01-14:Comment/493532522021-10-10T18:56:21Z2021-10-10T18:56:21ZMerge Investment Transactions<div><p>Agreed... this is a long time coming.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/493532522021-10-27T14:45:10Z2021-10-27T14:45:11ZMerge Investment Transactions<div><p>I waste more time trying to fix up my investment account balances due to this "feature". MD just can't seem to handle basic accounting when it comes to investment accounts. I can't recommend anyone use MD to track their investments until this is fixed. Please allow merging of transactions in investment accounts as is done correctly in non-investment accounts!</p></div>Alantag:infinitekind.tenderapp.com,2009-01-14:Comment/493532522021-11-30T19:57:40Z2021-11-30T19:57:40ZMerge Investment Transactions<div><p>I too now find that I desperately need to be able to merge transaction downloaded to investment accounts. I regularly have a deposit made from my paycheck to a Vanguard account, so the transaction appears in the MD Vanguard account as part of the split transaction for that paycheck. When the transaction is subsequently downloaded from Vanguard there is no way to merge it into the respective part of the split transaction.</p>
<p>Does anyone have a work-around?</p></div>Dana