Transaction merge

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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.

  1. 1 Posted by john on 12 May, 2015 12:58 AM

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    I have this issue with my Schwab One account - it imports my stuff to 'checking' but all backwards.
    I used Quicken since 2011, and Money before that. Both worked with this fine (split out the 'cash' account part of the investment account)....

    Apparently moneydance is more aligned with just having a checking account?

  2. 2 Posted by Scott Meehan on 12 May, 2015 04:44 PM

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    Hi Everyone,

    Thanks for the suggestion for improving Moneydance! There's an existing ticket in our ticketing system with your suggestion, so I've attached it to this discussion and the developers will be looking into it.

    Please let us know if we can be of further assistance!

    Scott Meehan
    Infinite Kind Support

  3. 3 Posted by Mark J on 09 Jun, 2015 11:47 AM

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    +1 for merging transactions in investment accounts.

  4. 4 Posted by Gerald Achor on 10 Jun, 2015 12:15 AM

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    +1 Long overdue. (G)


  5. 5 Posted by robert.l.spauld... on 24 Jun, 2015 03:29 PM

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  6. 6 Posted by Andrew on 11 Aug, 2015 12:39 PM

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    Me too. Forced to abandon MS Money due to the Windows 10 upgrade. Moneydance seems very good but this will solve a lot of my issues with moving platforms

  7. 7 Posted by Larry Donahue on 06 Jan, 2016 04:39 AM

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    Please add another vote for this functionality. This time, my need isn't for an investment account, but a merchant account. If I have multiple sales in a given day or even within a day or two apart, even though each transaction is unique (with 2-3 splits), my bank account will receive a lump-sum credit.

    It is a REAL HASSLE to have to print out the splits for one transaction, add those individual splits to the second transaction, then delete the transaction where I copied its splits. And, that's just for two transactions lumped-together.

    There are days where I have 4 or 5 of these, all lumped into one transaction downloaded from the bank.

    From a programming perspective, I see where this needs a bit of forethought. The main description for each transaction can be different, and each description within the splits could be different. Ideally your merge function won't lose this data, so you'll need to figure out how to reconcile all of that.

    Good luck. ;-)

  8. 8 Posted by Jon on 06 Jan, 2016 10:39 PM

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    I am currently evaluating Moneydance 2015 OS X and the inability to merge investment checking transactions nearly made MD no-go. Thanks to a workaround suggested by cookie87, I added a standard checking account and batch changed all the investment register transactions to this account to restore full merge/split functionality...Thanks!

    Having said that, please add my vote to the development ticket to add this functionality to other account types. Many customers like myself use an investment checking account as their primary checking account.

    Hope this workaround helps for a merchant account as well...good luck!

  9. System closed this discussion on 06 Apr, 2016 10:40 PM.

  10. cookie87 re-opened this discussion on 12 Nov, 2016 02:26 PM

  11. 9 Posted by cookie87 on 12 Nov, 2016 02:27 PM

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    So, I don't see anywhere in the release notes that MD2017 has addressed this issue. Hard to believe given how basic this concept is (if I'm wrong, please tell me!). I cannot see paying for any new versions without this being addressed. What gives MD?

  12. 10 Posted by Mark J on 12 Nov, 2016 04:33 PM

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    +1...again, 18 months later. How hard can this be to implement? :(

  13. 11 Posted by cookie87 on 19 Nov, 2016 01:35 PM

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    And why is there never an answer from the MD team??

  14. 12 Posted by cookie87 on 03 Dec, 2016 09:15 PM

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    Still waiting for an answer....

  15. System closed this discussion on 04 Mar, 2017 09:20 PM.

  16. cookie87 re-opened this discussion on 01 Apr, 2017 01:28 PM

  17. 13 Posted by cookie87 on 01 Apr, 2017 01:29 PM

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    Can someone at Moneydance please respond? Many of your loyal customers have been asking for this functionality for a long time but you seem to keep ignoring us. What's up?

  18. 14 Posted by J W on 02 Apr, 2017 12:52 PM

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    Just move my checking to my brokerage account. I NEED the merge ability as I enter all monthly transactions after my monthly payday in order to monitor cash flows. This is a must as I do not want to make a separate fake checking account as a placeholder. Please!!!

  19. 15 Posted by Mark J on 20 Apr, 2017 11:36 AM

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    +1. For the third time.

  20. 16 Posted by Johann Beda on 27 Apr, 2017 02:49 PM

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    I just encountered this again today and when I can searching for a solution found references back in 2010 about this issue.

    Please also put me down as a "+1", it would be nice not have to delete the duplicate events that end up being created each time transactiong get downloaded, particularly for transactions between different account - like when moving money to or from my chequing account from or to my investment account. If the chequing account data comes in after the investment account, the merging can be done from that end, but if the investment account data comes in first, then I need to accept the transactions, then delete the chequing account transaction, then reload the chequing data and do the merge.

    I suppose I could work around some of this by creating a special, net-zero category called something like "transfers between cheqing and investments" and have each of these types of imported transactions go into that category, and when I do reconciliations just make sure that the category has pairs of matching transactions with a net zero value, which is what I needed to do when dealing with multiple currencies in investment accounts prior to them being able to handle that. However this doesn't really fix the shortcoming, but rather just addresses one small aspect of it.

  21. System closed this discussion on 27 Jul, 2017 02:50 PM.

  22. john re-opened this discussion on 04 Jan, 2018 04:22 PM

  23. 17 Posted by john on 04 Jan, 2018 04:22 PM

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    Hello? Is this fixed yet?

  24. 18 Posted by Pat Conroy on 17 Jan, 2018 11:01 PM

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  25. 19 Posted by wuhl756 on 20 Jan, 2018 01:48 PM

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    I agree!! The lack of a merge-transaction function in an investment account has been an issue raised in these forums for years (I found a post in 2010 discussing this), with promises that a ticket had been created to add this feature. If there's a reason it can't be added, please let us know. Thanks.

  26. 20 Posted by robert.l.spauld... on 03 Mar, 2018 11:26 AM

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  27. 21 Posted by john on 03 Mar, 2018 04:00 PM

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    This is the primary "thing" that's forcing me to stick with Quicken. I was hoping (after seeing requests years ago - 3 when I tried MD the first time - that this would be resolved... but no. Such a fail. Now, in April, I have to switch to Quicken's 'subscription' service model which really really hacks me off....

    Please Money Dance - Please!

  28. 22 Posted by bperboy on 13 Apr, 2018 08:05 PM

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    Any further update on this issue?

  29. 23 Posted by avp2 on 13 Apr, 2018 10:12 PM

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    Has my vote too.

  30. System closed this discussion on 13 Jul, 2018 10:20 PM.

  31. Mark J re-opened this discussion on 21 Feb, 2019 12:02 PM

  32. 24 Posted by Mark J on 21 Feb, 2019 12:02 PM

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    Upgraded to 2019.1 and still don't have this. What about investment accounts makes them uniquely unable to have this basic functionality? I would pay for this feature alone, seriously. IK team, please put this high on your list of updates! Thank you!

  33. 25 Posted by J Wilson on 21 Feb, 2019 02:28 PM

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    I just paid to update also. Please, please add merge function for investment accounts. I just opened a second brokerage account and have duplicate transactions all over the place from transfering cash from one to another!!! I also use both as a cash management vehicle to pay bills.

    The only solution I have now, not knowing what I am doing is to categorize them as misc with a value of zero. Not sure if this was the right thing to do.

    Using Linux, Quicken is not an option for me.

  34. 26 Posted by Dave Kremer on 21 Feb, 2019 09:09 PM

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    This request just keeps hanging around, auto closing and then getting reopened. Why can't someone from IK either get this done or give us an explanation of why it cannot be done?

  35. 27 Posted by nomadwolf on 28 Feb, 2019 04:16 AM

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    +2 here...

  36. 28 Posted by dwg on 28 Feb, 2019 04:58 AM

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    I'm a fellow user.

    Investments as a whole needs work, Moneydance does not support all investment action types to start with, so there are some transactions that are impossible to record properly.

  37. 29 Posted by cookie87 on 05 Mar, 2019 02:25 AM

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    I will not pay for another upgrade until this request is addressed. I honestly don't understand the silence of IK on this! Is anyone out there???

  38. 30 Posted by dwg on 05 Mar, 2019 02:33 AM

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    To be fair I do not believe the support staff are given any information as to what features are to be implemented and when, I expect the only one who knows is the owner and primary developer Sean Reilly.

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