Downloaded Transactions using Incorrect Description
When downloading transactions, Moneydance is changing the Description (aka Payee) field to something used for a similar prior transaction instead of leaving it the way it was brought in during the download. This is very bad behavior. Guessing on the Category is great, but it should never automatically change the Description or Memo fields.
Yes, I can hold down the Alt key while viewing a transaction, but I don't want to have to do that. There also isn't an easy way to reset it to the original Description (that I can see).
Please help.
P.S. I realize that there are several related discussions, but I didn't find anything that fixed the issue or that was recent.
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You can use Command ⌘ instead of Control ^ on Mac
1 Posted by dwg on Feb 08, 2025 @ 09:14 AM
If I recall correctly, this feature is tied to the auto merging feature. Turning off the auto merging feature should also turn off the similar payee feature.
2 Posted by shawlh on Feb 09, 2025 @ 09:44 PM
I don't want to turn off the auto merging feature... I just want the Description/Payee to be exactly what the bank put, not some guess that Moneydance chooses.
3 Posted by shawlh on Feb 17, 2025 @ 07:49 PM
I'm still hoping someone can give a suggestion on making it so the auto merging feature does *NOT* change the incoming description from the bank. Anyone?