Investment account duplicates
I use Moneydance to connect to Schwab. When I transfer money between accounts, the transactions get downloaded for both accounts and since it is between accounts they show up twice. I delete one of them, and then the next time I download my transactions, it shows up again.
I can't find a "merge" function like you have in a checking account.
Any other ideas?
Andy
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1 Posted by Tom Freeman on 20 Aug, 2015 12:53 AM
Unfortunately we don't have a merge function for investment accounts. Which version of Moneydance are you using, there was a date stamp issue that was fixed from an earlier version that had deleted transactions re-downloading that should be fixed in the most recent build (1279).
You can download that here: http://infinitekind.com/preview
Tom Freeman
Infinite Kind Support
2 Posted by Andy Geisse on 21 Aug, 2015 04:44 PM
Interesting. My updater (extension) says that I am on the latest version. I tired both “stable” and “preview”. Yet if I read the number right I am on build 980, not 1279. I will use your link. Thanks.
Andy Geisse
O:+1-214-238-3333
M:+1-214-300-1180
3 Posted by Andy Geisse on 21 Aug, 2015 07:59 PM
I did what you said and upgraded. Now all my account balances are wrong and the reconcile’s are way off. Help!!
Andy Geisse
O:+1-214-238-3333
M:+1-214-300-1180
4 Posted by Tom Freeman on 24 Aug, 2015 06:37 PM
Andy
Version 980 is from MD 2014 and the version above is from MD 2015. I tried to look up your order but couldn't find it. Those who bought MD 2014 would get a free upgrade to MD 2015.
Did you get your original version from the Mac App store?
Tom Freeman
Infinite Kind Support
5 Posted by Andy Geisse on 24 Aug, 2015 06:40 PM
well, I have bought several versions. The 2014 I think I did get from the Mac store. In any case I have now upgraded and all is OK.
Sean figured out the bug. Thanks
6 Posted by Tom Freeman on 24 Aug, 2015 06:53 PM
Glad you have it worked out.
Tom Freeman
Infinite Kind Support
Tom Freeman closed this discussion on 24 Aug, 2015 06:53 PM.