Automatically Merge -- Do I still Confirm

jrandbekah's Avatar


18 Oct, 2021 01:24 PM

When I have "automatically merge" enabled do I still need to confirm the now merged transactions?

  1. 1 Posted by -Kevin N. on 18 Oct, 2021 03:46 PM

    -Kevin N.'s Avatar

    Hi jrandbekah,

    It is my understanding that confirming a transaction helps Moneydance to 'learn' the correlation between the 'Description' and the 'Category'. This helps in the matching process going forward.

    So yes, I would go ahead and confirm the merged transactions.

    -Kevin N. (not a member of MD support)

  2. System closed this discussion on 19 Jan, 2022 02:20 AM.

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