Similar Payees on Moneydance
When I confirm transactions downloaded from Citibank (credit card), every time I confirm a transaction from Walmart, multiple "similar payees" continually show up. Is there a way to downsize the number of multiple payees since they are all from the same store?
Comments are currently closed for this discussion. You can start a new one.
Keyboard shortcuts
Generic
| ? | Show this help |
|---|---|
| ESC | Blurs the current field |
Comment Form
| r | Focus the comment reply box |
|---|---|
| ^ + ↩ | Submit the comment |
You can use Command ⌘ instead of Control ^ on Mac
1 Posted by -Kevin N. on 30 Nov, 2025 05:50 PM
Hi Rick,
There is a setting in Preferences on the 'Network' tab to 'Only match downloaded transactions when they are >drop-down-list< days apart'.
I download my data often, so I have that set at 7 days apart.
Try playing around with that setting to see if it helps.
There's is more information on this setting at the bottom of the following Moneydance KB article.
https://infinitekind.tenderapp.com/kb/customizing-and-preferences/n...
-Kevin N. (not a member of Moneydance support)
System closed this discussion on 01 Mar, 2026 06:00 PM.