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Private Issues →
27 Oct, 2022 01:38 PM
I have purchased Moneydance 2022 three days ago and would appreciate help
in setting it up properly so that account transfer activity is properly
recorded, and without duplication.
Currently there are four accounts in a new Moneydance file: an investment
account, another investment account, a credit card account, and a '.daily
cash' account (a "." is in the name to keep it on the top of the list) ..
I have used moneydance+ to download transactions to the first investment
Below is a description of the issue.
- Payments were made from the first investment account to the credit
card account. When downloading transactions from the first investment
account the payment is noted as "MiscExp" in the ACTION field, shows the
credit card information in the DESCRIPTION field, with no information
listed in the TRANSFER field.
- I have changed "MiscExp" to "Xfr" and entered the credit card account
in the TRANSFER field, and the payment now appears in the credit card
- *What actions should be taken to avoid double entries?* I'm also
using an older version of MD and when I have downloaded transactions for
the credit card account, a corresponding transaction is downloaded from
their records as well - creating two transactions in the credit card
account. I currently need to manually delete each duplicate transaction.
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