reconciling with bank

stephencday's Avatar

stephencday

27 Apr, 2019 04:06 PM

I just transferred from Banktivity. I exported and then imported the QIF file.
Before, in Banktivity, I would enter transactions in the register
and then import a QIF file from my bank (credit union)
Banktivity would mark matching transactions as cleared and would add new transactions (automatic deposits or withdrawals)to the register.
When I try this with MD it duplicates the transactions i have manually entered.
What am I doing wrong?

  1. 1 Posted by -Kevin N. on 27 Apr, 2019 04:50 PM

    -Kevin N.'s Avatar

    Hi stephencday,

    Try this...

    From the Moneydance menu bar, go to File > Preferences.
    On the 'Network' tab, tick the checkbox to 'Automatically Merge Downloaded Transactions'.
    While you're there, tick the checkbox to 'Mark Transactions as Cleared When Confirmed'.

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

  2. 2 Posted by stephencday on 27 Apr, 2019 04:59 PM

    stephencday's Avatar

    Thanks - that’s what I needed

  3. stephencday closed this discussion on 27 Apr, 2019 05:08 PM.

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