Investment transaction downloads showing up in wrong account

George W Tovrea's Avatar

George W Tovrea

02 Jun, 2020 04:40 PM

Lately, transactions downloaded from my investment accounts have been showing up all over the place in banking accounts. This is really unacceptable. Did something change in the latest update to mess this up?

  1. Support Staff 1 Posted by Ethan on 02 Jun, 2020 07:31 PM

    Ethan's Avatar

    Hello,

    We didn't make any change that I can think of that would cause this. What kind of transactions are appearing in your bank accounts? Is there any kind of pattern or consistency? For example, are they transfers between your investment and bank accounts?

    Ethan
    Infinite Kind Support

  2. 2 Posted by Bill on 02 Jun, 2020 09:28 PM

    Bill's Avatar

    Today, the transactions were all investment account to investment account. They were part of a Roth conversion and appeared in both of the investments accounts (mostly correctly but not quite) and one of the banking accounts. Unfortunately, I cannot give the specific line items from today as I made manual corrections.

     

    B.T.

  3. Support Staff 3 Posted by Ethan on 03 Jun, 2020 04:06 PM

    Ethan's Avatar

    Ok. I guess if it happens again, let us know more details. We would need those to try to narrow down what exactly is going on. Also let us know how you are getting these transactions into the program (direct connections versus importing a file), and your version of Moneydance and operating system.

    Ethan
    Infinite Kind Support

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