Home → Suggestions →

Merge transactions in investment accounts

• Edit

fellforce

12 Mar, 2019 03:18 PM

Hi,

I have a fidelity cash management account, technically it's a brokerage account, but you use it like a bank account. I don't seem to be able to convince Moneydance to treat it as a bank account. This wouldn't be a problem if you could merge transactions in an investment account, was this perhaps added in MD 2019? I'm currently using MD 2017.10.

Thanks
Simon

1. 1 Posted by Henry on 13 Mar, 2019 01:50 PM

   

   Hi Simon,

   Sorry to hear of the issue you have encountered when setting up your Fidelity Cash Management Account in Moneydance. I understand there are some limitations within Moneydance regarding Fidelity Cash Management Accounts. I have found this public thread on our forum where a customer has suggested a workaround. Does the advice contained improve your situation at all?

   Additionally, there's an existing ticket in our ticketing system with your suggestion to allow merging of investment transactions. so I've attached it to this discussion.

   Henry
   Infinite Kind Support

   • Edit

2. 2 Posted by fellforce on 13 Mar, 2019 02:57 PM

   

   Hi,

   Thanks for your reply, I don’t see the link to the discussion thread you mentioned, can you add it.

   Thanks
   Simon

   • Edit

3. 3 Posted by Henry on 15 Mar, 2019 12:31 PM

   

   My apologies, human error!
   http://help.infinitekind.com/discussions/online-banking/5118-import...

   Henry
   Infinite Kind Support

   • Edit

4. System closed this discussion on 14 Jun, 2019 12:40 PM.