The only place both security name and symbol are shown is in Portfolio View and Tools -> Securities. It would be an enormous help if symbol is shown in Register, Security Detail and any other relevant place.
I continue to struggle getting complete data transferred but I have made lot of progress and have decided to go through the large effort manual clean up to switch.
I will be back with help I will need to largely clean up the securities issues.
Thank you for all help so far.
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#1 Posted by Maddy Support staff on 18 Sep, 2026 11:45 AM
Hi Yogi,
Thank you for contacting Moneydance support.
Firstly, please accept my sincere apologies for the delay in responding to your query.
I've created a new ticket in our ticketing system with your suggestion that I've attached to this discussion. By posting in this thread your interest in the ticket has been registered. This is equivalent to voting for it.
We will notify you when there are further developments on this topic.
Please let us know if we can be of further assistance!
--
Maddy, Infinite Kind Support
#2 Posted by yogi.parikh on 18 Sep, 2026 03:44 PM
Hi Maddy:
I have been able to get all accounts currency balances to reconcile. There
are multiple issues related to investment accounts - security related and
cost basis related.
1. Attached is the list of securities defined: extracted with the
toolbox extension and converted text file to Excel.
2. Example security detail shows how one security is defined and quote
download is unable to get quote for it. How should the security be defined -
id, ticker, prefix, suffix? What is prefix, suffix used for?
3. Example of a security that has multiple entries in the security
details and portfolio view of an account - Kimbell Royalty. This is a major
issue across the board. I have been manually updating and move transaction
to one of the entries and deleting the rest. But is lot of manual work.
4. Today's transactions in one of the Schwab accounts and what MD
downloaded. This is the only account where this issue occurs - not just for
9/18 but several past dates. Also for this account, every download requires
some (now down to 3 to 4) security to be manually matched which should not
be required as all securities are defined with right ticker and name.
How does MD match security transactions (only using ticker, both ticker and
description, etc.) so I can ensure the security definitions in MD are set up
accordingly.
Currently I must download one account at a time till everything is working
correctly. Once that is done and all accounts are downloaded together, does
MD match the transfers or they must be coded manually in both accounts?
I have additional suggestions that I will consolidate and post on the web
site later.
Let me know if you have any questions about the issues. And thank you for
all the help.
Yogi Parikh
From: Maddy <[email blocked]>
Sent: Friday, September 18, 2026 6:45 AM
To: [email blocked]
Subject: Re: Suggestions based on struggles with switching from Quicken
[Switching to Moneydance #30087]