or Create a profile
Online Banking →
02 May, 2019 12:21 PM
New MoneyDance user and just tried downloading transactions from one of my Fidelity IRAs.
I'd spent some time before purchasing MoneyDance reading the online help and discussions, especially the online banking, since that's one of the main reasons I switched from Quicken - to get away from their forced upgrades to download transactions business model.
I just downloaded my transactions, and that worked great, but now I see I can only confirm transactions, there's no attempt to match existing transactions in my register, and according to https://infinitekind.tenderapp.com/discussions/online-banking/12858-cant-merge-downloaded-transactions-in-investment-account-type there's no way to select two transactions manually and merge them.
Is this true? If there's no matching (automated or otherwise) what happens when I manually transfer money into my account for my annual contribution, and then download transactions? It sounds like I have to manually edit / remove transactions every time I download transactions.
on 15 May, 2019 12:36 AM
It is true. Transaction matching and merging is done only for downloads for BANK accounts and not investment accounts.
(Not IK support)
Formatting help /
(switch to plain text)
(switch to Markdown)
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.
A conversation has been started with the Infinite Kind staff to resolve this discussion.
This discussion is private.
Only you and Infinite Kind support staff can see and reply to it.
This discussion is public. Everyone can see and reply to it.
You can use Command ⌘ instead of Control ^ on Mac
Powered by Tender™.