Merging securities 2019

brett's Avatar


14 Jan, 2019 04:52 AM

I hope Moneydance 2019 will include a feature for merging securities under investment accounts. This has been requested in several past (closed) forum threads, but I didn't see any real resolution other than revising transactions with the "unwanted" name.

Alternatively, securities could be cross-referenced so that Moneydance knows they are the same thing, for example if a security was renamed in 2017.

I see "duplicate" securities from time to time. Currently my file includes several money market securities that I just regard as cash so I'd prefer if they just displayed as the same thing. Also I've seen securities renamed on the broker's side, and when I downloaded the transactions it showed up as a no-cost sale and purchase. And sometimes a security just stops getting recognized for some reason. When it's downloaded I have occasionally seen a message like "What existing security is J64385?" but there wasn't any context so I couldn't answer.


  1. 1 Posted by dwg on 14 Jan, 2019 05:24 AM

    dwg's Avatar

    I'm a fellow user.

    There are no changes to investment capabilities in Moneydance 2019.

  2. 2 Posted by cookie87 on 01 Feb, 2019 04:00 AM

    cookie87's Avatar

    Beyond frustrating. Your customers have asked for this functionality for YEARS. What gives?

  3. System closed this discussion on 03 May, 2019 04:00 AM.

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