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Downloaded Transactions Do Not Merge

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airrich's Avatar

airrich

17 Mar, 2018 01:17 PM

I like to enter my transactions near when they happen. Subsquently I will download transactions from the bank. I am finding there is no effort to merge the downloaded transaction with my manual entry of the same transaction. Thus, I end up with a duplicate and have to delete my original entry. Is this going to be improved? I never really had this issue with Banktivity and Quicken.

  1. 1 -Kevin N.'s Avatar -Kevin N. on 17 Mar, 2018 01:57 PM

    Hi Rich,

    It has been my experience that the Date plays a major role in allowing transactions to merge. Are the Dates of your manually and downloaded transactions the same?

    An option that I find helpful is in Preferences on the Network tab. Checkmark the option to 'Automatically Merge Downloaded Transactions'.

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

  2. 2 airrich's Avatar airrich on 19 Mar, 2018 05:13 PM

    Thanks. I think that will be able to do it.

  3. System closed this discussion on 18 Jun, 2018 05:20 PM.

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