[moneydance] Three accounts at Fidelity

[Tim Ashman]

On 01/01/2007 21:17, Victor Roberts wrote:
> 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
> >>

I'm not sure if my situation is the same as yours but I have two accounts with 
netbank, initially I just went under each account and choose the Setup Online 
Banking.  I think I choose netbank for the list and followed the wizard.  
When I download the transactions I'm again in each account (ie the register 
view) and moneydance only grabs those transactions.  

I'm not sure where you are getting hung up but it sounds like you think you 
must setup another institution for each account, this isn't true.   One 
institution can have multiple accounts for online banking.

Hope this helps.

tim