Security list when matching downloaded transactions is not complete

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Bill

19 Jan, 2026 03:12 PM

I download transactions for my investment accounts through Moneydance+. Recently, 2 of the accounts cannot match an investment so it shows a dialog asking to match the security. Oddly, the investment that matches the symbol does NOT show up. I am attaching a screenshot of the dialog box.

To review, the new investment has the symbol 'VTTVX', which matches the symbol of an investment in Moneydance, however that investment does not show up in the drop-down list.

What can I do to add my current investment to the drop-down list? Or is there a better way to do this?

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