[moneydance] Three accounts at Fidelity

[Victor Roberts]

Jill Lundquist wrote:
> On 1/1/07, Victor Roberts <vdr at lighting-research.com> wrote:
>> I have used MoneyDance for a number of years but have never downloaded
>> transactions.  I decided today to download transactions from Fidelity
>> Investments.  All went well except that I was asked to choose one of my
>> three Fidelity accounts during the setup process. Now I can't figure out
>> how to download transactions from the other two accounts.  There must be
>> some trick that I have not yet discovered.  Can someone please point me
>> in the right direction?
> 
> Do all your Fidelity transactions have the same account number on the
> Fidelity end?  
> That appears to be how Moneydance determines what is in
> the same investment account.
> 
> I have a 401(k), an IRA, and an individual account at Vanguard.  Each
> of those three accounts has a different account number, but the
> individual securities in the accounts do not.  Therefore, all of the
> 401(k) securities go to the 401(k) account in Moneydance, all the IRA
> securities go to the IRA account in Moneydance, and the securities for
> the individual account go to that account in Moneydance.
> 
> Please note that any "information" I am supplying here comes from
> playing with Moneydance, not from actually knowing anything.  :)
> 
>            Jill

I haven't downloaded the transactions yet since they did not seem to all
be there.  But it seems you are saying that even though I set up MD for
one of my three accounts that transactions for all three accounts will
be there.


Vic Roberts