Network

In this window you can customize the network and online banking settings.

• Automatically Download Transactions in Background
  Initiates transaction download for all Direct Connect enabled accounts upon program start. You must ensure you've set a Master Password within File --> Passwords, and enable the option to 'Store Online Passwords in File'.

• Automatically Merge Downloaded Transactions
  Automatically merges and categorizes transactions downloaded through direct connections, or imported from your bank's website.

• Mark Transactions as Cleared When Confirmed
  Marks transactions as cleared when they are confirmed. Only applies to downloaded and imported transactions, and does not apply to transactions in Investment Accounts.

• Use Bank Dates for Merged Transactions
  When this box is checked and the date on a manually entered transaction is different from the date of the transaction it is being merged with, the bank’s date replaces the manually entered date. For example when a check is written on December 4 and cashed on December 8,
  When this box is not checked the manually entered date will remain.

• Use Proxy
  For those who use a Proxy to connect to the internet. If you think you need to use proxy settings, contact your network administrator.

• Observe Online Payment Date Restrictions If checked, Moneydance will re-set the date given to initiate a new payment forward by the number of days your bank needs for processing. If you initiate a payment for a date earlier than your bank says it can be processed, Moneydance will send you an error message.

• Only match downloaded transactions when they are at most X days apart
  If checked, the program will only offer matches which have dates in the stated range.