Investment Account Reconciliation (F/K/A Update Retirement Account)

scotalan's Avatar


17 Sep, 2009 12:13 AM

Hi, I too, am a long, long time user of MS Money and have somewhat successfully made the leap and migrated over to Moneydance. Mostly, I am finding the differences fairly easy to work around, but I have noticed that the "reconciliation" process in Moneydance really leaves something to be desired. As far as the bank account and credit card accounts, that mostly works OK, but it would be very, very helpful to have an "Update Retirement Account" type feature available in the next release of Moneydance.

I am pretty good with numbers and realize that "backing" into purchases might not be the perfect way to track your cost basis, but in a Retirement (401k) account it is not critical to have this perfect and would be a huge time saver.

I have searched the help records and do not see where this question has been asked and have read the User Guide and don't see where this is specifically addressed, so I apologize if this has been addressed.

Many thanks, Scott

  1. 1 Posted by Brian Adler on 23 Sep, 2009 12:36 PM

    Brian Adler's Avatar


    Thank you for your suggestion. I will share it with our developer. I have moved your inquiry to our "suggestions" thread.


    Brian Adler

    Moneydance Support

  2. 2 Posted by avp2 on 27 Sep, 2009 01:14 AM

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    It has been brought up a number of times by different people (mostly after not getting all their buys in correctly from a move). I hope an cost basis setting function gets added too.

  3. 3 Posted by scotalan on 09 Oct, 2009 01:07 AM

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    Thanks, guys . . . what kind of priority does a "suggestion" thread receive?

  4. 4 Posted by Brian Adler on 02 Nov, 2009 05:24 PM

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    I'm sorry you haven't heard from me regarding your last question.

    When we periodically compile the list of feature requests we are going to incorporate into Moneydance, we use the suggestion threads to draw for ideas. That is the primary way they are used by us.


  5. 5 Posted by scotalan on 13 Nov, 2009 01:20 AM

    scotalan's Avatar

    Thank you, Brian . . . I would hope that this request receives a lot of attention as this is a great way to improve the software's efficiency factor but also to maintain the integrity of the recon process.

    Thanks again, I look forward to continued use of Moneydance and seeing this feature in the future.

  6. 6 Posted by Angie Rauscher on 15 Nov, 2009 02:53 AM

    Angie Rauscher's Avatar


    Thanks for your suggestions, we appreciate the support and suggestions offered by Moneydance users.

    We have shared your input with our developer and added it to our suggestions thread. We also have a wiki which is integrated with our feature request and bug reporting system. Please feel free to register and use these systems to help improve Moneydance by bringing bugs to our attention and requesting new features. We now also have voting on all existing tickets, which helps us determine which requests have the most demand.

    Please let me know if I can be of further assistance, and thank you for your interest in Moneydance.

    Angie Rauscher
    Moneydance Support

  7. Angie Rauscher closed this discussion on 24 Jul, 2011 07:03 PM.

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