Feature Request: Toggle Investment Accounts as Bank Accounts

kionysus's Avatar


11 Feb, 2020 05:07 AM

I have a Fidelity Cash Management account that I use as my primary checking account.


In order to get the Online Banking to work (since it works through Fidelity Investments) it has to be created as an investment account. What happens is I end up with a portfolio of cash only and securities transactions that don't make sense. These transactions also appear in random reports. I would like to have a toggle in the Account Edit view that allows me to treat an investment account as a bank account only using the bank register and associating the account in the Bank Tree View and reports...basically make it a checking account.

  1. System closed this discussion on 12 May, 2020 05:10 AM.

  2. kionysus re-opened this discussion on 26 Jun, 2020 05:56 PM

  3. 1 Posted by kionysus on 26 Jun, 2020 05:57 PM

    kionysus's Avatar

    I'd love for this to be a feature.

  4. Support Staff 2 Posted by Maddy on 28 Jun, 2020 09:46 PM

    Maddy's Avatar

    Thanks for the suggestion for improving Moneydance! I've filed a ticket in our ticketing system with your suggestion, so the developers will be looking into it.

    Please let us know if we can be of further assistance!

    Maddy, Infinite Kind Support

  5. System closed this discussion on 27 Sep, 2020 09:50 PM.

  6. kionysus re-opened this discussion on 30 Dec, 2021 03:47 PM

  7. 3 Posted by kionysus on 30 Dec, 2021 03:47 PM

    kionysus's Avatar

    Maddy - is there any feedback on this?

  8. 4 Posted by Stuart Beesley ... on 30 Dec, 2021 04:31 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    Toolbox extension will allow you to change an account’s type. Use with care and backup first. I suggest you test out what you want to do.

  9. 5 Posted by kionysus on 31 Dec, 2021 04:19 PM

    kionysus's Avatar

    Thanks for the suggestion Stuart! This worked and my previous Fidelity online banking carried over.

  10. Maddy closed this discussion on 03 Jan, 2022 09:24 AM.

  11. System closed this discussion on 01 Apr, 2022 04:20 PM.

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