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Feature Request: Toggle Investment Accounts as Bank Accounts

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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

   

   I'd love for this to be a feature.

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

   

   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

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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

   

   Maddy - is there any feedback on this?

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

   

   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.

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

   

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

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

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