How to know if a downloaded transaction was matched with a manual entry
Generally, it's my habit to manually enter all transactions so I know they are authentic. So, if a downloaded transaction is matched with my manual entry, then I assume it to be legit. If not matched with a manual entry, I give it more scrutiny. Is there a way to visually determine if a downloaded transaction was matched with a manual entry?
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Support Staff 1 Posted by Ethan on 06 Feb, 2022 10:58 PM
I assume you have the Automatically Merge Downloaded Transactions option enabled (Preferences -> Network tab)? If so, then I don't think there's a easy way to visually see this. In the latest versions, confirmed transactions will change from having a solid blue dot at the right of the description field to a blue but unfilled circle, but that would be the case whether they were merged or just confirmed without merging. I think one would have to right click on a transaction to Show Transaction Details and see if it has additional information in there stored in the background that it had to have received from a bank, like a specific timestamp, etc.
I think in your situation you probably want to turn off the option to automatically merge and manually go through the confirmation process (https://infinitekind.tenderapp.com/kb/online-banking-and-bill-pay/c...). The automatically merge option is really only if you are certain the program will make the correct choice, which usually only happens if you have a lot of data in there already for Moneydance to base its suggestions on, and fairly regular spending. If there's any question about if a confirmation is right or not, it's probably better to add the human oversight back into the process.
Ethan
Infinite Kind Support
2 Posted by david on 27 Feb, 2022 08:20 PM
Thank you! This was exactly what I needed, and even lets me choose from historical categories for the same payee. Excellent!
David Rossiter
[email blocked] (mailto:[email blocked])
Sequim, WA 98382 (https://maps.google.com/?q=Sequim%2C%20WA%2098324)
Support Staff 3 Posted by Ethan on 27 Feb, 2022 10:34 PM
I'm glad to hear things seem to be sorted out! Please let me know if I can be of further assistance,
Ethan
Infinite Kind Support
Ethan closed this discussion on 27 Feb, 2022 10:34 PM.