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Downloaded transactions are not matching hand-entered one

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Phototristan

Jun 22, 2011 @ 03:50 PM

When I hand enter a transaction and then Moneydance goes online and downloads that same transaction, it is adding it as a duplicate, rather than giving me an opportunity to match it like Quicken does.

How can I accomplish this?

1. 1 Posted by -Kevin N. on Jun 22, 2011 @ 04:00 PM

   

   Hi Phototristan,
   Any downloaded txn should have a blue dot in the right hand margin of the 'Description' field. When you click on a 'blue dot' txn, a confirmation side bar should open on the right side of the register with an option to 'Merge' the downloaded txn with the manually entered one.
   HTH -Kevin N.

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2. 2 Posted by Phototristan on Jun 22, 2011 @ 04:15 PM

   

   Thanks.

   What is the difference between Confirm, Merge, and Similar Payee confirm?

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3. 3 Posted by -Kevin N. on Jun 22, 2011 @ 04:33 PM

   

   Hi Phototristan,
   Confirm, accepts the txn as downloaded.
   Merge, merges the txn with an existing txn in the register.
   Similar Payee, accepts the txn using previously entered data.
   HTH -Kevin N.

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4. 4 Posted by Phototristan on Jun 22, 2011 @ 08:20 PM

   

   Thanks. It makes sense to me now.

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5. 5 Posted by Angie Rauscher on Jun 22, 2011 @ 08:24 PM

   

   Phototristan,

   Kevin's advice is excellent, and you can find more details on the matching process in the Moneydance 2011 help documentation, which is located here. Please let me know if I can be of further assistance,

   Angie Rauscher
   Moneydance Support

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6. Angie Rauscher closed this discussion on Jun 22, 2011 @ 08:24 PM.