[moneydance] Three accounts at Fidelity

[Victor Roberts]

latteg at mac.com wrote:
> Vic,
> 
> Each account at Fidelity is different.  If you enter the info to set  
> up one account then the transactions for that account are downloaded  
> (that's where MD asks you which account it is).  Choose that account  
> and the info is there.  You'll need to set up the other 2 accounts  
> separately (I named mine at Fidelity IRA, 401k, etc)
> 
> Hope this helps.
> 
> Marci



The three accounts are separate in Moneydance.  I have had them for
years and have been entering the info manually.  However, after I set up
the the download dialog for the first account, I can't see how to set up
  MD to download data for the other two accounts.  There is only one
download option for each financial institution as far as I can tell.

Vic Roberts


> On Jan 1, 2007, at 12:31 PM, Victor Roberts 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?
>>
>> Thanks.
>>
>> Vic Roberts
>>
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