tag:infinitekind.tenderapp.com,2009-01-14:/discussions/online-banking/119-merge-popup-windowInfinite Kind: Discussion 2020-06-09T22:34:38Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/364161852015-03-29T13:37:43Z2015-03-29T14:33:40ZMerge popup window<div><p>What type of account are you in? The Merge window doesn't appear
or work in Investment Accounts (which is a real annoyance/problem
in my view, especially for Investment Accounts with Checking - e.g.
CMA accounts).</p></div>cookie87tag:infinitekind.tenderapp.com,2009-01-14:Comment/364161852015-03-30T00:38:16Z2015-03-30T00:38:16ZMerge popup window<div><p>It would be an investment account.</p></div>bahearn1039tag:infinitekind.tenderapp.com,2009-01-14:Comment/364161852015-03-30T13:22:26Z2015-03-30T13:22:26ZMerge popup window<div><p>Hello,</p>
<p>Can you tell me what kind of transactions are you trying to
merge? Unfortunately, Moneydance does not have the ability to merge
investment transactions at this time. If this is what you wish to
accomplish, then the only solution is to manually delete one of
your duplicate transactions. There's an existing ticket in our
suggestion tracking system with the request to add the ability to
merge investment transactions to Moneydance. I've attached this
discussion to the ticket and have forwarded your feedback to the
developers.</p>
<p>Please let us know if we can be of further assistance!</p>
<p>Jerome<br>
Infinite Kind Support</p></div>Jerometag:infinitekind.tenderapp.com,2009-01-14:Comment/364161852015-03-30T23:21:45Z2015-03-30T23:21:45ZMerge popup window<div><p>I am trying to merge investment transactions.</p>
<p>thanks for the response.</p></div>bahearn1039tag:infinitekind.tenderapp.com,2009-01-14:Comment/364161852015-04-05T16:27:49Z2015-04-05T16:27:49ZMerge popup window<div><p>Anything that can be done to prioritize this topic is really
important. You<br>
guys worked hard to add CMA functionality to investment account,
but it¹s<br>
honestly kind of useless without the merge functionality! I am
considering<br>
setting up a separate checking account (as was required before you
added CMA<br>
functionality) and batch moving all the downloaded transactions,
assuming<br>
that¹s still possible.</p>
<p>From: Jerome <a href="mailto:tender+d233067fd7@tenderapp.com">tender+d233067fd7@tenderapp.com</a><br>
Reply-To: <a href="mailto:support@infinitekind.com">support@infinitekind.com</a></p></div>cookie87