tag:infinitekind.tenderapp.com,2009-01-14:/discussions/general-questions/351-transaction-matchingInfinite Kind: Discussion 2011-04-07T08:30:24Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/2260622009-07-23T05:11:09Z2009-07-23T05:11:09ZTransaction Matching<div><p>Not sure if I didn't explain my question/situation well enough,
question got lost in the background noise, or if there is no
solution.</p>
<p>Thought I would give it a bump after almost a month. So far
after almost of month of use this is one of the few things that I
am not satisfied with.</p>
<p>Paul</p></div>pcook911tag:infinitekind.tenderapp.com,2009-01-14:Comment/2260622009-07-24T15:23:17Z2009-07-24T15:23:17ZTransaction Matching<div><p>I just switched too, and noticed that I am having this problem.
For example - I just transfered some money to a different account
today, July 24th, but when I download the transaction (from a Cdn
bank as an OFX then import) it shows the transaction as happening
on July 23rd. What is the disconnect here? Can someone provide some
help. It's not a big deal now ...but I can see how it could become
a big deal - all transactions that are downloaded seem to be off by
1 day.</p>
<p>thanks<br>
Janice<br></p></div>rschuttetag:infinitekind.tenderapp.com,2009-01-14:Comment/2260622009-07-25T18:02:18Z2009-07-25T18:02:18ZTransaction Matching<div><p>Hi</p>
<p>I am sorry I have not responded sooner. We have been quite a bit
busier on the support site than usuan and a few cases have slipped
through the cracks.</p>
<p>Please see the attached screen shot.</p>
<p>In this screen shot. I have a entered a transaction in my
register for my checking account paying the DMV $32 for my new
drivers licence. I gave this a date of 5/20 when I initially
entered it in the register.</p>
<p>When I import my transactions from my bank account I see that
there is a transaction for $32 from "DEPT MOTOR VEHICLE" only its
date is 5/19. I am fairly sure this is the same transaction and
Moneydance offers it as a possible match.</p>
<p>Look at where the mouse pointer is in the screenshot. It is
pointing at a transaction edit box directly above the list of the
transactions you are importing. In this transaction edit box you
can make changes to the incoming transaction. In this example I
changed the date to 5/15 and hit the record button.</p>
<p>With regard to transfers between bank accounts not having the
date on the transaction on which you indicated the transaction.
That is because there is a lag between when you tell the bank you
want to make a transfer and the bank actually carrying out the
transfer. This is especially true if you instruct the bank to make
transactions on the weekend.</p>
<p>Sincerely</p>
<p>Ben Spencer</p></div>Ben Spencertag:infinitekind.tenderapp.com,2009-01-14:Comment/2260622009-07-25T20:25:24Z2009-07-25T20:25:24ZTransaction Matching<div><p>Hi Ben, I can't see the screenshot picture - can you repost.
Also, I understand what you're saying about weekend transactions
and absolutely this is what happens, but I am talking about
specifically that I made a transfer yesterday July 24th from main
chequing into a savings account on my bank website I then
downloaded the info; Moneydance recorded it as a new transaction
for July 23rd (the day before). I'll just keep my eye on the
transactions and change the date.</p>
<p>Janice</p></div>rschuttetag:infinitekind.tenderapp.com,2009-01-14:Comment/2260622009-07-27T18:18:37Z2009-07-27T18:18:37ZTransaction Matching<div><p>I'm sorry I must have forgotten to attach it. Here it is.</p>
<p>Ben</p></div>Ben Spencertag:infinitekind.tenderapp.com,2009-01-14:Comment/2260622009-07-28T05:35:34Z2009-07-28T05:35:34ZTransaction Matching<div><p>Ben,</p>
<p>I just tried this now. It worked. Though I must say that it is
not very intuitive. When I saw this, before your post, I got the
impression that the "transaction edit box" was a new
transaction.</p>
<p>Until reading your post and giving that a try tonight I would
just click the "Done" button, adjust the previously entered
transaction then click on the "You have un-recorded downloaded
transactions" hyperlink to resume the matching process.</p>
<p>Thank you for your response and I look forward to my continued
use of Moneydance.</p>
<p>Paul</p></div>pcook911tag:infinitekind.tenderapp.com,2009-01-14:Comment/2260622009-07-28T14:48:16Z2009-07-28T14:48:16ZTransaction Matching<div><p>Hi Paul</p>
<p>I am in agreement with you. This process could be more
intuitive. There are some changes coming in the MD2010 release that
will hopefully improve this part of the user interface. MD2010 will
be a free upgrade to users who purchased MD2008 and will be out
before the end of 09.</p>
<p>Sincerely</p>
<p>Ben Spencer</p></div>Ben Spencer