Investment account duplicates

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andy

07 Aug, 2015 07:28 PM

I use Moneydance to connect to Schwab. When I transfer money between accounts, the transactions get downloaded for both accounts and since it is between accounts they show up twice. I delete one of them, and then the next time I download my transactions, it shows up again.

I can't find a "merge" function like you have in a checking account.

Any other ideas?
Andy

  1. Support Staff 1 Posted by Tom Freeman on 20 Aug, 2015 12:53 AM

    Tom Freeman's Avatar

    Unfortunately we don't have a merge function for investment accounts. Which version of Moneydance are you using, there was a date stamp issue that was fixed from an earlier version that had deleted transactions re-downloading that should be fixed in the most recent build (1279).

    You can download that here: http://infinitekind.com/preview

    Tom Freeman
    Infinite Kind Support

  2. 2 Posted by Andy Geisse on 21 Aug, 2015 04:44 PM

    Andy Geisse's Avatar

    Interesting. My updater (extension) says that I am on the latest version. I tired both “stable” and “preview”. Yet if I read the number right I am on build 980, not 1279. I will use your link. Thanks.

    Andy Geisse
    O:+1-214-238-3333
    M:+1-214-300-1180

  3. 3 Posted by Andy Geisse on 21 Aug, 2015 07:59 PM

    Andy Geisse's Avatar

    I did what you said and upgraded. Now all my account balances are wrong and the reconcile’s are way off. Help!!

    Andy Geisse
    O:+1-214-238-3333
    M:+1-214-300-1180

  4. Support Staff 4 Posted by Tom Freeman on 24 Aug, 2015 06:37 PM

    Tom Freeman's Avatar

    Andy

    Version 980 is from MD 2014 and the version above is from MD 2015. I tried to look up your order but couldn't find it. Those who bought MD 2014 would get a free upgrade to MD 2015.

    Did you get your original version from the Mac App store?

    Tom Freeman
    Infinite Kind Support

  5. 5 Posted by Andy Geisse on 24 Aug, 2015 06:40 PM

    Andy Geisse's Avatar

    well, I have bought several versions. The 2014 I think I did get from the Mac store. In any case I have now upgraded and all is OK.
    Sean figured out the bug. Thanks

  6. Support Staff 6 Posted by Tom Freeman on 24 Aug, 2015 06:53 PM

    Tom Freeman's Avatar

    Glad you have it worked out.

    Tom Freeman
    Infinite Kind Support

  7. Tom Freeman closed this discussion on 24 Aug, 2015 06:53 PM.

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