Transaction merge

cookie87's Avatar


12 May, 2015 12:41 AM

Please, please, please revise investment accounts so that downloaded transactions can be merged with manually keyed transactions, and so that reminders (for things like a paycheck) can be set up with splits? Many, many people with a brokerage account uses it also as a checking account, like any other checking account, so it would be beyond wonderful if MD could do the same.

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  1. 61 Posted by dtd on 13 May, 2022 10:01 PM

    dtd's Avatar

    just a user -

    this is indeed an important request, and one which Sean has said he will address "soon" for quite some time.

    As to earlier comments - investment accounts are significantly different than bank or credit card accounts, so it is a different process.

  2. 62 Posted by cookie87 on 14 May, 2022 06:58 PM

    cookie87's Avatar

    Indeed, this request has been outstanding for years. Every time there’s a major update I cross my fingers, but I continue to be disappointed…

  3. 63 Posted by Mark J on 14 May, 2022 09:34 PM

    Mark J's Avatar

    @Stuart, thank you for the clarification. That is indeed a helpful add, but not what is being requested in this thread (as you said).

  4. System closed this discussion on 13 Aug, 2022 09:40 PM.

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