Merge Investment Transactions

jenkins007's Avatar

jenkins007

13 Jan, 2025 12:14 PM

Merging transactions are a very important process. MoneyDance does this well for financial transactions for many years. However, It has not implemented this feature for Investment transactions.

This is long overdue. I have multiple investment accounts across multiple companies. Moving funds from one to another results in 2 transactions for each account (the sending account and the receiving account). Downloading these transactions results in duplicate transactions which have to be manually managed. There is no merge transactions in MoneyDance for investment downloads. Please put this in as a higher priority request.

  1. 1 Posted by dtd on 13 Jan, 2025 06:20 PM

    dtd's Avatar

    This has been asked for by many users (including myself).

    As to when it might happen is a guess, as MD doesn't release their priority schedule.

  2. Support Staff 2 Posted by Maddy on 13 Jan, 2025 07:53 PM

    Maddy's Avatar

    Thanks for the suggestion for improving Moneydance!

    There's an existing ticket in our ticketing system with your suggestion, so I've attached it to this discussion.
    As this seems to be a very popular request, please stay assured that it is in the priority list.

    Please let us know if we can be of further assistance!

    --
    Maddy, Infinite Kind Support

Reply to this discussion

Internal reply

Formatting help / Preview (switch to plain text) No formatting (switch to Markdown)

Attaching KB article:

»

Attached Files

You can attach files up to 10MB

If you don't have an account yet, we need to confirm you're human and not a machine trying to post spam.

Keyboard shortcuts

Generic

? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac