downloads aren't matched to existing securities
Over the years I have moved securities among institutions and now most of my investment account moneydance downloads through plaid won't match to existing securities that are already set up.
These articles don't address the issue as they seem to reference the old online banking.
https://infinitekind.freshdesk.com/support/solutions/articles/80000907695-fixing-mismatched-securities-from-downloadshttps://infinitekind.tenderapp.com/kb/investment-accounts/fixing-mismatched-securities-from-downloads
How do I get downloads to match to existing securities instead of always having to select don't exist from the prompt, going in and editing each transaction to reference the existing security and then deleting the newly created incorrect one. I've done this close to a 100 times now and it's getting very old.
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1 Posted by ScottA on 04 Nov, 2025 03:20 PM
Same here, though I'd call 100 times a significant underestimate. There is no equivalent to the old "reset sync" button. I've tried to disconnect and reconnect and it doesn't help.
2 Posted by chris_hardin on 04 Nov, 2025 04:40 PM
Another one struggling with the same problem. The matching security is excluded from the list - I can't select it. So as Keith states above, you have to select "Don't Exist" from the list and then edit the transaction to the correct security. Getting old very fast.