Feature Request: Toggle Investment Accounts as Bank Accounts

kionysus's Avatar

kionysus

11 Feb, 2020 05:07 AM

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

https://www.fidelity.com/cash-management/fidelity-cash-management-account/overview

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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