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?

  1. 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)

  2. System closed this discussion on 01 Mar, 2026 06:00 PM.

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