The short answer is, there isn't any way.
When you transfer money to Fidelity they take that cash and then
sweep it into your money market fund and that's exactly what you
should do in MD.
Transfer the cash into your Fidelity account and then "Buy" Money
Market Shares to zero out the cash balance.
The process may appear seamless at Fidelity but it is a two step
process of receiving your cash and then buying money market shares
It's a two step process at Fidelity and it's a two step process in
HTH -Kevin N.
This makes sense and I now understand the process. So is the
following scenario correct? If I have a memorized transaction in MD
that transfers cash from my bank account into my Fidelity brokerage
account, this manual transfer will be recorded at the date set in
the Reminder. Then when I download from Fidelity I would click
"Delete" for the cash purchase so as not to duplicate what MD has
entered manually (via memorized transaction). I would then click
"Record" for the "buy" money market shares from cash
Hi santella1, The Reminder would be a transfer from your bank
account and would most likely show up as such when you download
from Fidelity. At that point MD should match those transactions.
"Record" would be proper response to both the "Reminder/transfer"
and the 'Buy" transactions. HTH -Kevin N.
Thanks Kevin N.
I have not downloaded yet, but I presume it should be apparent when
I do so. MD must let me know if it considers a downloaded
transaction a "match" so that I would click "Record". The more I
get to know MD, the more I like it better than Quicken.