tag:infinitekind.tenderapp.com,2009-01-14:/discussions/online-banking/2151-confirming-downloadedimported-transactionsInfinite Kind: Discussion 2016-02-04T12:40:06Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/390558522016-02-01T02:17:48Z2016-02-01T02:17:48ZConfirming downloaded/imported transactions<div><p>My bank (Wells Fargo) will select the most recent 90 days of
transactions when I download transactions to a qfx file. When I
start the process to confirm the transactions, Moneydance will
start the match with transactions that are already cleared. The
bank's webpage will allow me to set begin and end dates, which I
didn't do in this case. Should Moneydance attempt to have me
confirm already cleared transactions if I haven't set begin and end
dates for the download or could something else be awry?</p>
<p>My Moneydance file was created with a Quicken QIF file and I
manually cleared all the transactions when the file was created.
Since then I have entered new transactions manually (left
uncleared) then began importing cleared transactions from the bank.
My first attempt created a horrible mess but I made a backup and
was able to restore the file (actually twice before I got it
right). The process is less error prone if I set begin and end
dates for the download. I had hoped that wouldn't be necessary.</p></div>winlogantag:infinitekind.tenderapp.com,2009-01-14:Comment/390558522016-02-04T12:23:22Z2016-02-04T12:23:37ZConfirming downloaded/imported transactions<div><p>Hi,</p>
<p>You may choose to have Moneydance automatically merge downloaded
transactions instead of going through the confirmation process if
duplicates are downloading.<br>
To enable this option, click File → Preferences →
Network, and select “Automatically Merge Downloaded
Transactions”. You can also specify "Only match downloaded
transactions when they are at most 'X' days apart".</p>
<p>Jenny<br>
Infinite Kind Support</p></div>Jennytag:infinitekind.tenderapp.com,2009-01-14:Comment/390558522016-02-04T12:38:43Z2016-02-04T12:38:43ZConfirming downloaded/imported transactions<div><p>Thank you Jenny. I will try setting Automatic Merge and
adjusting the match on 'X' number of days apart.</p></div>winlogantag:infinitekind.tenderapp.com,2009-01-14:Comment/390558522016-02-04T12:40:02Z2016-02-04T12:40:02ZConfirming downloaded/imported transactions<div><p>Great, let me know if you still encounter any issues after your
next transaction download.</p>
<p>Jenny<br>
Infinite Kind Support</p></div>Jenny