transactions not showing as cleared

gary schwartz's Avatar

gary schwartz

02 Jul, 2020 06:05 PM

Just converted to Moneydance. Online banking communicates without errors. Transactions are all listed, but not marked cleared. Re-attempts gives the message that there is nothing to download. Only a few of the downloaded transactions had a blue dot. How can I correct this?

Thanks

Gary

  1. Support Staff 1 Posted by Ethan on 02 Jul, 2020 06:30 PM

    Ethan's Avatar

    Hello Gary,

    In general, transactions should not appear as cleared when you download them. "Cleared" in Moneydance refers to being cleared in the reconciliation process: https://infinitekind.tenderapp.com/kb/register-and-transactions/rec...

    It sounds like maybe you are describing transactions are being downloaded as already confirmed (as in, without that blue dot)? If so, try going to your preferences window, and in the Network tab, and make sure the "Automatically Merge Downloaded Transactions" option is not active.

    Ethan
    Infinite Kind Support

Reply to this discussion

Internal reply

Formatting help / Preview (switch to plain text) No formatting (switch to Markdown)

Attaching KB article:

»

Attached Files

You can attach files up to 10MB

If you don't have an account yet, we need to confirm you're human and not a machine trying to post spam.

Keyboard shortcuts

Generic

? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac