Issues Handling Merrill Lynch Interest Transactions

Joe_H's Avatar


18 Feb, 2019 08:19 PM

I've recently converted to MD from Quicken, and it seems that MD investment accounts work differently than Quicken. For instance, on monthly interest payments, the transaction downloads as a BuyXFR. In Quicken, that would just transfer into or out of the account's cash balance. But in MD, it puts a corresponding transfer transaction in the first (alphabetically speaking) account in the "Bank" accounts list. That's completely wrong. I can't figure out how to handle these transactions given the Action options in the transaction, either. Does anyone have advice as to how best to handle these transactions in MD?


  1. 1 Posted by Joe_H on 18 Feb, 2019 08:36 PM

    Joe_H's Avatar

    Sorry. Wrong forum. Will open in General Questions.

  2. Joe_H closed this discussion on 18 Feb, 2019 08:36 PM.

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