Linking transfer between two accounts after qfx import on both accounts.
New user here, and I have been trying to search this forum for a solution for an "issue" i am seeing, but couldn't find one related to this, so starting a new discussion.
Example of the issue is as follows.
I have a checking account and credit card account, and i am downloading both account transactions from the bank site as qfx files and importing them into moneydance.
When i pay the credit card bill, checking account and credit card banks may register them on different dates, example checking may say money left account on 10/1, and credit card account may say payment was done on 10/2.
Is there any way to link these 2 transactions. If i put credit card account as category on the checking account, it creates a duplicate entry in credit account instead of matching to existing transaction(with diff date).
How do i work around this issue (other than may be creating a transfer out expense category and transfer in income category)?
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1 Posted by -Kevin N. on 13 Oct, 2024 05:11 PM
Hi slonoo,
Try this...
In 'Preferences' on the 'Network' tab, tick the checkbox to 'Use Bank Dates for Merged Transactions'.
You may also want to look into creating a 'Reminder' for the payment.
https://infinitekind.tenderapp.com/kb/reminders-2
-Kevin N. (not a member of Moneydance Support)
2 Posted by slonoo on 13 Oct, 2024 11:37 PM
Thanks Kevin, i will try that.
Looks like i was not handling the "merge" or "confirm" option that was coming on top right area for each downloaded transaction properly as well. Combination of these two should take care of the issues i was having.
System closed this discussion on 12 Jan, 2025 11:40 PM.