Issues Handling Merrill Lynch Interest Transactions

Joe_H's Avatar

Joe_H

18 Feb, 2019 08:19 PM

I've recently converted to MD from Quicken, and it seems that MD investment accounts work differently than Quicken. For instance, on monthly interest payments, the transaction downloads as a BuyXFR. In Quicken, that would just transfer into or out of the account's cash balance. But in MD, it puts a corresponding transfer transaction in the first (alphabetically speaking) account in the "Bank" accounts list. That's completely wrong. I can't figure out how to handle these transactions given the Action options in the transaction, either. Does anyone have advice as to how best to handle these transactions in MD?

Thanks.

  1. 1 Posted by Joe_H on 18 Feb, 2019 08:36 PM

    Joe_H's Avatar

    Sorry. Wrong forum. Will open in General Questions.

  2. Joe_H closed this discussion on 18 Feb, 2019 08:36 PM.

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