Minor Problem - Auto Clearing doesnt work in Investment account
Just noticed a minor problem, when I download transactions from my Roth IRA account they do not "automatically clear" the same way my checking accounts do when I accept the download. Is there a separate setting for this to occur in investment accounts?
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1 Posted by Angie Rauscher on 18 Sep, 2010 05:58 PM
AzGuy6,
There is not a separate setting for this feature, but I imagine it's connected to the fact that Moneydance doesn't currently permit matching of transactions in Investment Accounts. I have created a ticket for this issue. The ticket is attached to this discussion. By posting in this discussion your interest in the ticket has been registered. This is equivalent to voting for it. We will post on this forum thread if and when there are further developments on this topic.
Please let me know if I can be of further assistance,
Angie Rauscher
Moneydance Support
2 Posted by -Kevin N. on 18 Sep, 2010 08:03 PM
Although I've gotten used to manually clearing Investment txns. I can certainly put my support behind this issue.
-Kevn N.
System closed this discussion on 31 Mar, 2015 03:29 PM.