Duplicate entries

David Morris's Avatar

David Morris

29 May, 2020 09:57 PM

After transferring my Quicken files the first downloads from my bank and credit card company created duplicate entries for the more recent entries. How can I correct this and avoid duplicating these entries again with future downloads? Thanks,

  1. 1 Posted by dwg on 29 May, 2020 10:09 PM

    dwg's Avatar

    I'm a fellow user.

    This is the initial expected behaviour. The QIF format handled the basic raw transaction data, but it cannot handle things like transaction IDs which are used in the OFX format to identify duplicates. When you then go to download data from your bank either through Direct Connect of OFX downloads the transactions come through with IDs

    I would suggest you read the Knowledge Base article on confirming data, of particular relevance is the advise on merging transactions.

    https://infinitekind.tenderapp.com/kb/online-banking-and-bill-pay/confirm-downloaded-data

    Merging downloaded OFX formatted transactions with the migrated data will add the transaction IDs into Moneydance and thus prevent the transaction downloading again.

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