[moneydance] Merge two investment accounts

[Marc Kaulisch]

Dear Edward,

I can see your point. But in my case, first, I would only change the 
direction of the past investment transactions, meaning the source (bank 
account X) remains the same. It would be similar as to change the 
expensive account of certain transactions. Second, I cannot see an 
option in Moneydance to transfer the investments (transfer the number of 
shares from security Y to investment account Z). But maybe I am wrong.

Best wishes,


Marc

Edward Reid schrieb:
> At 09:34 10/20/06 +0200, Marc Kaulisch wrote:
>   
>> how I can transfer the transaction history of one account to the other?
>>     
>
> I have to recommend that you think hard as to whether there's really a 
> reason to merge the account *history* as opposed to simply transferring the 
> *balance* from one account into the other (or both into a third account). 
> Merging the histories would create a fictional past, and I don't see any 
> benefit from that fiction.
>
> Remember that you can leave the closed account in MD forever, with a zero 
> balance. You can still report on it, search for transactions in it, etc. 
> The only sense in which it's "closed" in MD is the zero balance and the 
> lack of transactions after a certain date. And it represents your true 
> financial history. I have numerous accounts still in MD (converted from 
> Quicken) which have been dead for years in Real Life.
>
> Edward
>