tag:infinitekind.tenderapp.com,2009-01-14:/discussions/online-banking/714-downloaded-transactionsInfinite Kind: Discussion 2016-03-19T05:08:55Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/373834612015-07-15T12:37:34Z2015-07-15T12:37:34Zdownloaded transactions<div><p>Hello,</p>
<p>I'm not entirely sure I understand your question. If you mean if
a transaction has been downloaded or if you entered it manually,
imported/downloaded transactions have a blue dot next to their
description in Moneydance 2015. The dot is filled if the
transaction is unconfirmed, and it is unfilled when it has been
confirmed.</p>
<p>If this is not what you mean, please try describing your
question in a bit more detail.</p>
<p>Ethan<br>
Moneydance Support</p></div>Ethantag:infinitekind.tenderapp.com,2009-01-14:Comment/373834612015-07-21T17:27:28Z2015-07-21T17:27:28Zdownloaded transactions<div><p>I think Ethan has the same question/problem that I do.<br>
How do I handle importing a statement for a month if most of the
items have already been downloaded and entered into MoneyDance. For
instance on my July Statement all but 3 of the items on the
statement were downloaded and entered earlier.<br>
Hope that helps.</p></div>Clinton Gilberttag:infinitekind.tenderapp.com,2009-01-14:Comment/373834612015-07-22T13:35:14Z2015-07-22T13:35:14Zdownloaded transactions<div><p>Hello,</p>
<p>Can you clarify how you are importing your transactions into
Moneydance? The most ideal way would be either through a direct
connection if your bank supports that (the options in the Online
menu in Moneydance) or downloading and importing a QFX or OFX file.
Both of those file types contain unique transaction IDs for every
transaction, so if you have imported a transaction with that method
in the past, Moneydance will recognize that transaction and not
import it again.</p>
<p>If you are importing a QIF or CSV file, or are dealing with
importing data from a bank where you have only manually entered
those transactions before, you will have to merge those
transactions in the confirmation process. You can see a detailed
explanation of the confirmation process with screenshots on pages
38-39 of our user guide (<a href="http://help.infinitekind.com/kb/user-guides/moneydance-2015-user-guide">http://help.infinitekind.com/kb/user-guides/moneydance-2015-user-guide</a>).
If you are importing something like a QIF file, you will always
have to merge imported transactions, since they do not contain the
unique transaction IDs like the other files I mentioned above. If
this is your only option, you may want to restrict the date range
contained in the files, if your bank allows for that when you
download them.</p>
<p>Please let me know if I can be of further assistance,</p>
<p>Ethan<br>
Moneydance Support</p></div>Ethantag:infinitekind.tenderapp.com,2009-01-14:Comment/373834612015-07-27T18:48:24Z2015-07-27T18:48:26Zdownloaded transactions<div><p>Hi,</p>
<p>That's a big reason I created this csv importer:<br>
<a href="https://github.com/stant/mdcsvimporter2015/releases">https://github.com/stant/mdcsvimporter2015/releases</a><br>
<a href="https://github.com/stant/mdcsvimporter/releases">https://github.com/stant/mdcsvimporter/releases</a>
(prior MD)</p>
<p>It matches imported transactions on multiple fields<br>
date, amount, payee/desc, check #, memo<br>
so the next time you import a list of transactions, it will skip
duplicates<br>
and only import new ones.</p></div>stashu.pub