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Investment Transactions not matching

jp's Avatar

jp

Apr 08, 2009 @ 02:47 PM

Each month I transfer money from a bank account to buy shares in an investment account. MD will automatically download transactions for my investment account, but it keeps marking transactions as "Buy" instead of "BuyTransfer" is there any way to correct this? It really impacts transaction matching.

  1. 1 Posted by Brian Adler on Apr 09, 2009 @ 07:00 PM

    Brian Adler's Avatar

    JP, Moneydance relies on the information received from your investment account to determine what type of transaction each item is. So I don't think there is an alternative to manually changing the transaction to the correct type.

  2. Brian Adler closed this discussion on Apr 09, 2009 @ 07:00 PM.

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