Jeff Brown's Avatar

Jeff Brown

08 May, 2022 03:29 PM

I have checked with my bank and it downloads a QFX file I’ve tried everything I can think of. Setting the download date for the current day to prevent duplicate downloads works mostly but still get some duplicates, is there anything I need to change setting wise in the program or do I need to call the bank and have them reset something on their end? I never had a problem with Quicken that I know of. I like your program and what it stands for but I am really thinking of just going back to quicken. I really don’t want to.

  1. Support Staff 1 Posted by Ethan on 08 May, 2022 04:42 PM

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    After you import your data from a downloaded QFX file, are you going through the confirmation process? I can't quite tell from your description. Downloaded transactions should have a blue dot next to them in the description field. Clicking on a transaction with a blue dot should open a right sidebar with confirmation options. If the transaction is similar to one you have already manually entered, one of the options should be to merge those transactions. Choosing the correct category for transactions in the confirmation process allows Moneydance to improve its suggestions for future downloads. The more transactions you correctly confirm in this process, the better the program will become at suggesting the correct confirmation option from the start.

    Transactions downloaded through direct connections, or through importing OFX or QFX files, contain unique transaction IDs for each transaction. These allow programs like Moneydance to know that it has seen these transactions before. This information is stored in the background of the program, but is associated with each downloaded transaction. If Moneydance encounters the same unique transaction ID in a future download (even if you have modified the transaction by entering in a memo, assigning a category, etc), the program will know it has seen that transaction before, and won't import it again. If you try to deal with duplicates by deleting them instead of merging them, you're just deleting these unique transaction IDs that Moneydance needs to know it has seen that transaction before, and the transactions will just appear again each time you download.

    More details on the confirmation process with screenshots can be found at http://infinitekind.tenderapp.com/kb/online-banking-and-bill-pay/co...

    Infinite Kind Support

  2. 2 Posted by Jeff Brown on 09 May, 2022 05:56 PM

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    Yes, I do the confirmation on the transactions but I do sometimes delete a duplicate. I will not delete duplicates and see if that helps.

    Sent from my iPhone

    On May 8, 2022, at 11:42 AM, Ethan <[email blocked]> wrote:


  3. 3 Posted by dtd on 10 May, 2022 07:47 AM

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    If you do delete a duplicate, delete the older entry.

  4. 4 Posted by Jeff Brown on 10 May, 2022 11:58 AM

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    So I did a download today and this is what I got, if you look at it you will see at least two duplicates. Also is it merge choices supposed to be so long? Also do I merge from merge choices or do I merge from similar payee‘s?

    Sent from my iPhone[image0.jpeg][image1.jpeg]

    On May 10, 2022, at 2:47 AM, dtd <[email blocked]> wrote:


  5. 5 Posted by Jeff Brown on 11 May, 2022 12:30 PM

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    Here is info on one duplicate, maybe you can see what is happening I don’t know how to read this.[image0.jpeg][image1.jpeg]

    Sent from my iPhone

    On May 10, 2022, at 2:47 AM, dtd <[email blocked]> wrote:


  6. System closed this discussion on 10 Aug, 2022 12:40 PM.

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