[moneydance] Three accounts at Fidelity

[Victor Roberts]

Tim Ashman wrote:
> 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


My thanks to all who helped.  I have figured out that my problem was
caused by operator error.

I had set up on-line access to the first of my three Fidelity accounts
using the wrong account number (I guessed at the account # since it is
not in the MD account description) and could not figure out how to get
back to that selection box to select a different account. I disabled
online access to Fidelity and then set it up again.  After that I had
securities from two of my Fidelity accounts in the downloaded
transactions box and didn't realize at first that I could just delete
them all and then go back and download just the correct set.

All is well though the categories used when I download transactions are
not the same as I have used over the years.  I will either have to edit
those one-by-one or just continue with the manual entry mode.

Vic Roberts