Allow split transactions on XfrOut and SellXfr transactions in investment accounts

stevewi's Avatar

stevewi

04 Jul, 2010 04:19 PM

I receive regular distributions from an IRA invested in a bond mutual fund. The shares in the fund are sold and then the proceeds are automatically transferred to my checking account (minus taxes of course). Because you don't allow split transactions in XfrOut and SellXfr transactions, I have to XfrOut to an account where you DO allow split transactions and do the xfer to my checking/fed tax/state tax accounts. This is really annoying since the 2nd account is just there to allow the split transactions.

Thanks in advance...

  1. 1 Posted by Angie Rauscher on 07 Jul, 2010 05:12 PM

    Angie Rauscher's Avatar

    Steve,

    We do not support split transactions in investment accounts because there are already splits occurring behind the scenes to deal with fees, shares, and other investment related issues. It is unlikely this will change in the foreseeable future, and the work-around you are using is the best way to get around this.

    Our feature request and bug reporting system is integrated with our wiki. We invite our users to register and use these systems to help improve Moneydance by bringing bugs to our attention and requesting new features. Users can also vote on tickets, which helps us determine how wide-spread bugs are and 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

  2. Angie Rauscher closed this discussion on 07 Jul, 2010 05:12 PM.

  3. stevewi re-opened this discussion on 07 Jul, 2010 05:34 PM

  4. 2 Posted by stevewi on 07 Jul, 2010 05:34 PM

    stevewi's Avatar

    On Jul 7, 2010, at 10:14 AM, Angie Rauscher wrote:

    Thanks for the response... A little bit more digging in the forum led me to this conclusion as well.

    --
    ==========================================
    Steve Witten [email blocked]
    "...Everybody loves them dead presidents!"
                                   -- W. Dixon

  5. Ben Spencer closed this discussion on 07 Jul, 2010 05:41 PM.

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