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re-assigning an 'unconfirmed' status' when an entry has been confirmed in error

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David Creasy

07 Feb, 2025 03:14 PM

As per the title, I cannot find anyway of unfoing the Confirmed (blue dot) status within a transaction. - is it me?

1. 1 Posted by Stuart Beesley ... on 07 Feb, 2025 03:25 PM

   

   If you confirmed just now, then edit/undo (cmd-Z).

   As of the latest preview there is now a right click unmerge. I’m not sure if this will what you want.

   Otherwise, delete, reset the download date, and re-download.

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2. 2 Posted by Dave Creasy on 17 Feb, 2025 06:37 PM

   
   I’m really looking for a bulk change facility, this is for when I’m revisiting a number of transactions and want to reset the unconfirmed status.

   Looks like it’s not possible without a full delete and re-import, which would lose all changes.

   
   

   Sent from my iPad

   
   

   On 7 Feb 2025, at 15:25, Stuart Beesley (Mr Toolbox) <[email blocked]> wrote:
   
   

    pre { width: 92%; margin: 10px 2%; padding: 5px 2%; background: rgb(239, 239, 239); border: 1px solid rgb(214, 214, 214); } blockquote { margin-left: 0px; padding-left: 1em; border-left-width: 5px; border-left-style: solid; border-left-color: rgb(204, 204, 204); }

   // Please reply above this line ================================================== From: Stuart Beesley (Mr Toolbox) If you confirmed just now, then edit/undo (cmd-Z). As of the latest preview there is now a right click unmerge. I’m not sure if this will what you want. Otherwise, delete, reset the download date, and re-download. On Fri, Feb 07 at 07:14 AM PST, David Creasy wrote: As per the title, I cannot find anyway of unfoing the Confirmed (blue dot) status within a transaction. - is it me?

   Having trouble reading this? View this discussion online: re-assigning an 'unconfirmed' status' when an entry has been confirmed in error. Reply with #ignore to stop receiving notifications for this discussion.

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3. Support Staff 3 Posted by Maddy on 17 Feb, 2025 06:49 PM

   

   Hi David,

   I can see you’ve received a reply from one of our knowledgeable Moneydance customers. To add to this useful information I thought it's worth mentioning that you could select Moneydance --> Preferences --> Network and set the option "Only match downloaded transactions when they are at most 'N' days apart" as outlined here. Change the N to 7 or less. This should help limit the possibility of any incorrect merges in future. If this is what might be happening.

   Generally the easiest solution to correct a confirmation error would be to create a transaction to replace the one which has been 'merged' and therefore is missing from the register. You may have use your bank statement for the transaction information. Also, amending the settings as I mentioned earlier will help reduce any incorrect merges happening in the future.

   If you have a backup of your data from before the 'merge', you can restore and then go through the merging process again.

   Alternatively, you could try to delete all newly downloaded transactions and download them again from your bank.

   Although this may not be exactly what you are asking, hopefully it will help.

   --
   Maddy, Infinite Kind Support

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