tag:infinitekind.tenderapp.com,2009-01-14:/discussions/online-banking/3234-downloading-and-mergingInfinite Kind: Discussion 2016-11-19T03:00:42Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/400256662016-06-03T10:26:51Z2016-06-03T10:26:51ZDownloading and merging<div><p>Hi Jose,</p>
<p>Moneydance should be automatically assigning the best matching
category to your newly downloaded transactions and giving you the
option to 'merge' with similar transactions. You'll need to
'confirm' transactions which have been downloaded from your bank.
The transactions will have a solid blue dot are unconfirmed, and a
blue circle (white centre) if confirmed. Only transactions that you
confirm are considered as source material by the auto
categorisation algorithm.</p>
<p>You can read more about confirming transactions in <a href="http://help.infinitekind.com/kb/getting-started-2/getting-started-online-banking-and-bill-pay">
this article</a> and you'll see screenshots of the features you
should be seeing.</p>
<p>To begin the confirmation process, click on the first
transaction in your account register with a blue dot. After you
confirm a transaction Moneydance will “look” for and
select the next unconfirmed transaction.</p>
<p>When you highlight an unconfirmed transaction a matching panel
will appear on the right side of the screen with the following
options -<br>
<em>Current Transaction:</em> Accept the transaction in it's
current form as displayed in the register.<br>
<em>Merge Choices:</em> Merges the downloaded transaction with the
duplicate in the register.<br>
<em>Similar Payees:</em> Changes the Description and Category to
match the similar transaction.<br>
Select and click the desired option to process your transaction and
click the “Confirm” or “Merge”. Once you
have accepted the transaction into the register the blue dot
disappears, and the blue circle appears signifying the transaction
has been imported remains.</p>
<p>As you confirm transactions, the process will become quicker and
easier as Moneydance begins to remember the confirmed transactions
and will suggest the correct transaction details.</p>
<p>Before beginning the confirmation process, you may wish to go to
Tools --> Categories, where the categories can be created,
edited and deleted. This way, you can create the categories you
want, and remove any un-used categories before confirming your
transactions.</p>
<p>You can also enable Moneydance to automatically merge downloaded
transactions instead of going through the confirmation process to
do this manually. To enable this option, click File →
Preferences → Network, and select “Automatically Merge
Downloaded Transactions”. You can also add a value within
"Only match downloaded transactions when they are at most 'X' days
apart".</p>
<p>I hope this information is helpful. Please let me know if you
have any questions, or if I can be of further assistance.</p>
<p>Jenny<br>
Infinite Kind Support</p></div>Jennytag:infinitekind.tenderapp.com,2009-01-14:Comment/400256662016-08-20T02:31:30Z2016-08-20T02:31:31ZDownloading and merging<div><p>I am trying to Automatically Merge Downloaded Transactions. The
instructions are to go to click File → Preferences →
Network, and select “Automatically Merge Downloaded
Transactions”. When I click on File there is no "Presences"
listed. Am I doing some incorrectly?</p></div>Essie Swansontag:infinitekind.tenderapp.com,2009-01-14:Comment/400256662016-08-20T02:52:37Z2016-08-20T02:52:37ZDownloading and merging<div><p>If you are on a mac the Preferences menu item is under
Moneydance->Preferences... rather than on the File menu.</p>
<p>Ben Spencer<br>
Infinite Kind Support</p></div>Ben Spencer