Archive - How can I 'Confirm' downloaded/imported transactions?
This is an archived document. Please refer to the more recent knowledge base articles on this page
Once you have downloaded or imported new transactions you will review and accept them (or “confirm” them) into your register. When you have transactions in an account which need to confirmed, you will see a blue dot next to that account's name in your sidebar.
Downloaded and imported transactions are placed according to the current sort order of your account's register and so may be dispersed throughout the register. You can easily identify these transactions by using the “Unconfirmed” filter, or by looking for the “blue dot” in the description field.
To begin the confirmation process, click on the first transaction in your account register with a blue dot. After you confirm a transaction Moneydance will “look” for and select the next unconfirmed transaction.
Moneydance attempts to recognize and auto-categorize transactions with similar payees and amounts, so once you have manually assigned a category to a transaction or changed it's description you can expect Moneydance to suggest the same category and/or description for similar transactions.
When you highlight an unconfirmed transaction a matching panel will appear on the right side of the screen. Highlighted below this will be suggested options for you to choose how to handle the transaction.
Current Transaction: Accept the transaction in it's current form as displayed in the register.
Original: Accept the transaction in it's original format as Moneydance has received it. This option will reverse any changes you've made to the downloaded transaction.
Merge Choices: Merges the downloaded transaction with the duplicate in the register.
Similar Payees: Changes the Description and Category to match the similar transaction.
Select and click the desired option to process your transaction and click the “Confirm” or “Merge”.
Once you have accepted the transaction into the register the 'blue dot' disappears, and the 'blue circle' or “i” signifying the transaction has been imported remains.
-
Purchasing and Upgrading
-
Getting Started
-
Accounts and Categories
-
Register and Transactions
-
Online Banking and Bill Pay
-
Moneydance+
-
Popular Banks
-
Navigating Moneydance
-
Budgeting
-
Reminders
-
Graphs and Reports
-
Syncing and Sharing Data
-
Backups and Exporting
-
Investment Accounts
-
Loan Accounts
-
Currency and VAT/GST
-
Importing Data from Other Programs
-
Customizing and Preferences
-
File Locations and Changes
-
Foresight
-
Extensions
-
Linux
-
Older Versions
-
ARCHIVE - Getting Started
-
ARCHIVE - Moneydance 2017
- Archive - Moneydance 2017 license keys and upgrade policy
- Archive - Upgrading to Moneydance 2017 from Moneydance 2012, 2014 and 2015
- Archive - Upgrading to Moneydance 2017 from Moneydance 2011 or earlier
- Archive - Changing colours and theme in Moneydance 2017
- Archive - Sharing data using the Moneydance 2017 syncing engine
- View all (15 more)
-
ARCHIVE - Moneydance 2014 and 2015
- Archive - Moneydance 2015 license keys and upgrade policy
- Archive - Upgrading to Moneydance 2015 from Moneydance 2012 and 2014
- Archive - Upgrading to Moneydance 2015 from Moneydance 2011 or earlier
- Archive - Opening a backup file in Moneydance 2015
- Archive - How to restore from a checkpoint in Moneydance 2012 and 2014
- View all (3 more)
-
ARCHIVE - Program Basics
-
ARCHIVE - Account Basics
-
ARCHIVE - Entering Transactions
- Archive - Does Moneydance allow for assigning 'classes' to transactions?
- Archive - How do I get the Register to auto fill todays date instead of the last entered date?
- Archive - How do I move a transaction to a different account?
- Archive - How do I enter my Paycheck?
- Archive - How do I create a split transaction?
- View all (2 more)
-
ARCHIVE - Online Banking
-
ARCHIVE - Mobile
- Archive - Syncing Moneydance 2015 with your Mobile Device
- Archive - Syncing Moneydance 2012 and 2014 with your Mobile Device
- Archive - How to sync with Moneydance 2008, 2010, and 2011
- Archive - How do I delete a transaction on the iPhone, iPad, or iPod touch?
- Archive - How to sync one data file with multiple iOS devices using different Dropbox accounts
- View all
-
ARCHIVE - Budgeting and Reminders
- Archive - Creating reminders (automatic repeating transactions or notes)
- Archive - Creating a budget using the 'Newer' format
- Archive - Creating a budget using the 'Mixed Interval' (Older) format
- Archive - What's the difference between a General and Transaction reminder?
- Archive - How do I have a reminder automatically entered into my register?
- View all (1 more)
-
ARCHIVE - International Tools
- Archive - Setting up VAT/GST
- Archive - Can you change the word "Check" to "Cheque" anywhere in the programme?
- Archive - How can I enter the exact amounts on both sides of a foreign currency transfer?
- Archive - My household/country/company uses a fiscal year instead of a calendar year. Can I do this in Moneydance?
- View all
-
ARCHIVE - Investments
- Archive - How do I add Securities to a new Investment Account?
- Archive - How can I import security, stock or mutual fund prices?
- Archive - Entering your current holdings
- Archive - Creating a new investment subtype
- Archive - Downloading security, stock or mutual fund prices from non-US stock exchanges
- View all (5 more)
-
ARCHIVE - Extensions
-
ARCHIVE - Everything Else