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merge downloaded transactions in investment accounts

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lkeppeljunk

Apr 26, 2022 @ 07:19 PM

I have found previous threads on this topic, which are all closed and greater than 6-months old, and some dating back years. The issue remains that the lack of ability to merge downloaded transactions in investment accounts causes much additional work on users when there are transactions between an investment account and a non-investment account, especially when the non-investment account transaction has already been merged and reconciled. It is also an issue when a transaction occurs between two different investment accounts, where the two downloaded transactions show up in both accounts, with no way to merge them.

Is this improved functionality planned for MD 2022?

1. Support Staff 1 Posted by Sean Reilly on Apr 26, 2022 @ 08:43 PM

   

   Hello,

   I do have plans to improve this, but unfortunately I can't guarantee that it'll be applied to Moneydance 2022. I'm sorry for the delay in implementing this, but it is in our top 5 priority features to implement.

   Thanks,
   Sean

   --
   Sean Reilly
   Developer, The Infinite Kind
   https://infinitekind.com

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2. lkeppeljunk closed this discussion on May 17, 2022 @ 03:51 PM.

3. Maddy re-opened this discussion on May 30, 2023 @ 11:20 AM

4. System closed this discussion on May 30, 2023 @ 11:20 AM.

5. System closed this discussion on Aug 29, 2023 @ 11:20 AM.