tag:infinitekind.tenderapp.com,2009-01-14:/discussions/general-questions/114511-adding-category-tags-to-transactionsInfinite Kind: Discussion 2021-09-07T15:36:49Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/493765312021-09-07T14:47:15Z2021-09-07T14:47:15Zadding category tags to transactions<div><p>Hi Keri,<br>
Thank you for contacting Moneydance support.</p>
<p>Which version and build of Moneydance are you using?<br>
To check, open Moneydance and select Moneydance --> About Moneydance, where the version and build number will be displayed.</p>
<p>When you download from the bank, do you use Direct Connect automatic downloads, or do you download files from the banks website? If you download from the banks site, which file format do you use?</p>
<p>Generally, if you wish to add Tags to your transactions, you can refer to <a href="https://infinitekind.tenderapp.com/kb/register-and-transactions/tags">this article</a> of the Knowledge base.</p>
<p>Also, you may want to consider selecting the option <strong>Only match downloaded transactions when they are at most X days apart</strong> - If checked, the program will only offer matches which have dates in the stated range, as outlined <a href="https://infinitekind.tenderapp.com/kb/customizing-and-preferences/network">here</a>.</p>
<p>I hope this information is helpful. Please let us know if you have further questions or need more assistance.</p>
<p>--<br>
Maddy, Infinite Kind Support</p></div>Maddytag:infinitekind.tenderapp.com,2009-01-14:Comment/493765312021-09-07T15:02:16Z2021-09-07T15:02:17Zadding category tags to transactions<div><p>Hi Maddy</p>
<p>I am using version 2021.1 (3069)</p>
<p>I download transactions from my banks website rather than automatic downloads.</p>
<p>I usually download QIF files.</p>
<p>I have had a look at the web link and its useful for adding tags after downloading but it doesnt seem to solve my problem. I shall try another few things with this</p>
<p>Regards</p>
<p>Keri</p>
<p>Keri Theophilus.<br>
<a href="mailto:theophk@me.com">theophk@me.com</a><br>
UK +44 7552 180 533</p></div>keri theophilustag:infinitekind.tenderapp.com,2009-01-14:Comment/493765312021-09-07T15:11:16Z2021-09-07T15:11:16Zadding category tags to transactions<div><p>QIF files can be imported easily, but we normally recommend you use the OFX or QFX file format (if either are available).</p>
<p>OFX and QFX files contain unique transaction identifiers. If you were to accidentally download the same transaction to Moneydance more than once, the ID would be recognised. Moneydance would then ignore the duplicate transactions and not download them again. Unfortunately QIF files don't contain these same ID's.</p>
<p>If you haven't already, I'd recommend taking a look at <a href="https://infinitekind.tenderapp.com/kb/online-banking-and-bill-pay/confirm-downloaded-data">this article</a> from the Knowledge Base that details recognizing and confirming your recently downloaded data.</p>
<p>When transactions have been recently downloaded, they'll be 'unconfirmed' which is signified by a blue dot in the register.<br>
To begin the confirmation process, select the first transaction in the register with a 'blue dot'. A panel will appear on the right of your screen which shows the 'Current Transaction' details. You can amend the category within this panel, then select 'Confirm'. You'll see the solid blue dot change to a blue circle. Moneydance will then move to the next unconfirmed transaction in the register.</p>
<p>As you go through this process it will become quicker and easier. Moneydance will begin to recognise the information you have previously confirmed, and start to suggest the correct categories within 'Similar Payees' in the panel on the right.<br>
The next time you download from the bank many of the correct categories will automatically be assigned, and this will improve and you confirm more transactions.</p>
<p>Please keep us posted on your progress, Thank you!</p>
<p>--<br>
Maddy, Infinite Kind Support</p></div>Maddytag:infinitekind.tenderapp.com,2009-01-14:Comment/493765312021-09-07T15:28:46Z2021-09-07T15:28:51Zadding category tags to transactions<div><p>Thanks Maddy</p>
<p>I think you may have solved my problem.</p>
<p>I will give it a go over the next month</p>
<p>Regards</p>
<p>Keri</p>
<p>Keri Theophilus.<br>
<a href="mailto:theophk@me.com">theophk@me.com</a><br>
UK +44 7552 180 533</p></div>keri theophilustag:infinitekind.tenderapp.com,2009-01-14:Comment/493765312021-09-07T15:36:47Z2021-09-07T15:36:47Zadding category tags to transactions<div><p>You are welcome, Keri!</p>
<p>Hopefully that is the case.</p>
<p>I'll close this discussion for now, but please do not hesitate to contact us again, if you need further assistance. You can also post to the same <a href="https://infinitekind.tenderapp.com/discussions/general-questions/114511-adding-category-tags-to-transactions">thread</a> if you prefer.</p>
<p>--<br>
Maddy, Infinite Kind Support</p></div>Maddy