Merging securities

nealagogol's Avatar


07 Dec, 2017 07:01 PM

How do you merge two security names? I have found the same security duplicated in my files. Same security with different names in different investment accounts. How do I merge them?

  1. Support Staff 1 Posted by Tom Freeman on 08 Dec, 2017 11:46 PM

    Tom Freeman's Avatar

    There is no current way to merge securities. If you are using MD 2015, you can edit the transactions to the appropriate security name without changing the security.

    How were these transactions entered in moneydance, manually, imported, or direct download. We can clean up the current discrepancies, but depending how they were entered they may keep re-occurring.

    If I know how the transactions are coming into MD I can better advise on how to fix the issue going forward.

    Tom Freeman
    Infinite Kind Support

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