Duplicate entries shown under "Similar Payees"

brett's Avatar

brett

08 Oct, 2011 07:17 PM

I have recently upgraded from MoneyDance 2010 to 2011r2 (799), Java 1.6.0_21 on Windows 7.

Downloaded transactions often show duplicate entries under similar payees, so I am being asked to choose between many identical choices. Can this be fixed?

See attached screenshot. Thanks!

  1. 1 Posted by Jessica Little on 08 Oct, 2011 09:46 PM

    Jessica Little's Avatar

    Hi Brett,

    If you could copy and paste the version information from your error console, that would be very helpful. You can open the error console by going to the Help menu and clicking on the Console Window option. Just copy and paste the first four lines of the console window here.

    Jessica Little
    Moneydance Support

  2. 2 Posted by brett on 08 Oct, 2011 10:19 PM

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    Starting Moneydance 2011r2 (799)
    Settings Folder: D:.moneydance
    OS: Windows 7 6.1 x86
    Java: 1.6.0_21 (Sun Microsystems Inc.)

    (Well, that's what the console says, but actually I have 64-bit Windows.)

    Thanks!

  3. 3 Posted by Jessica Little on 10 Oct, 2011 02:16 PM

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    Hi Brett,

    The sidebar listing you are seeing is because you have multiple transactions with the same payee. You can simply select any of the transaction to match the similar payees.

    Jessica Little
    Moneydance Support

  4. 4 Posted by brett on 10 Oct, 2011 02:29 PM

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    Thanks Jessica, but from my perspective as a user, this explanation doesn't make sense to me.

    Maybe I'm missing something, but if nothing is shown to distinguish those transactions, how do I know which one I'm choosing? And what difference does it make?

    I thought I was selecting which description and category to assign to the new transaction, and I find it confusing and unnecessary to have a choice of several identical options.

  5. 5 Posted by Jessica Little on 10 Oct, 2011 02:37 PM

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    Hi Brett,

    You're right that it would be less confusing to have less duplicates. I have created a ticket for this issue. The ticket is attached to this discussion. By posting in this discussion your interest in the ticket has been registered. This is equivalent to voting for it. We'll let you know once it's been implemented.

    Thanks again for your suggestion, and thanks for your interest in Moneydance!

    Jessica Little
    Moneydance Support

  6. 6 Posted by craig.parks on 09 Dec, 2011 05:52 PM

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    I vote to fix this too. It makes me crazy to see the same payee and all the same data under the similar payee section.

  7. System closed this discussion on 31 Mar, 2015 03:41 PM.

  8. System closed this discussion on 18 Aug, 2017 03:10 PM.

  9. brett re-opened this discussion on 11 Jan, 2019 11:55 PM

  10. 7 Posted by brett on 11 Jan, 2019 11:55 PM

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    I think this issue was fixed for a few years, but the duplicates are occurring again in Moneydance 2017.8 and 2017.10. Thanks!

  11. System closed this discussion on 13 Apr, 2019 12:00 AM.

  12. brett re-opened this discussion on 02 Jan, 2020 11:22 PM

  13. 8 Posted by brett on 02 Jan, 2020 11:22 PM

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    Same issue occurs in Moneydance 2019.4 ... thanks!

    Starting Moneydance 2019.4 (1899) at Wed Jan 01 12:33:06 PST 2020
    Settings Folder: C:\Users\Brett.moneydance
    OS: Windows 10 10.0 amd64
    Java: 13.0.1 (Oracle Corporation)
    Is in sandbox: false; restricted file access: false

  14. System closed this discussion on 02 Apr, 2020 11:30 PM.

  15. brett re-opened this discussion on 20 Sep, 2020 02:32 AM

  16. 9 Posted by brett on 20 Sep, 2020 02:32 AM

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    Still happening in MoneyDance 2020.1 (1928) ... drives me crazy for some reason. Thanks!

  17. 10 Posted by gmf0323 on 20 Sep, 2020 04:42 AM

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    I am having the same issue, using Moneydance 2020.1 (1928)

  18. System closed this discussion on 20 Dec, 2020 04:50 AM.

  19. brett re-opened this discussion on 04 Jan, 2021 11:48 PM

  20. 11 Posted by brett on 04 Jan, 2021 11:48 PM

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    Still happening (and still driving me crazy) in Moneydance 2021 (2006)
    Thanks!

  21. 12 Posted by mhoggie on 18 Feb, 2021 03:09 AM

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    just a user,

    Trying to understand. Under the Preferences tab, then Network tab, how do you have the "Only match downloaded transactions when they are at most ??? days apart"

    I would think anytime you download transactions, MD is going to look for any matching transactions in that account within those days that have the exact Description name.

  22. 13 Posted by brett on 04 Mar, 2021 07:43 PM

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    I've tried "Default" and 21 days for the downloaded-transactions setting. Same behavior either way. I don't think the "Similar Payees" list has any connection with that setting.

  23. System closed this discussion on 03 Jun, 2021 07:50 PM.

  24. brett re-opened this discussion on 12 Jun, 2023 09:03 PM

  25. 14 Posted by brett on 12 Jun, 2023 09:03 PM

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    I know this is an old thread, but ...

    Moneydance 2023.1 has the same behavior that I complained about in 2011.

    And it still drives me crazy. Can someone please help resolve this issue? Thanks!

  26. 15 Posted by dtd on 12 Jun, 2023 09:37 PM

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    just a user - I'm going back to mhoggie's question. I'm assuming you have identical transactions over multiple days (like you buy coffee for 3.50 from Starbucks twice a week) - yes I see Utilities which suggests monthly.

    And, yes, I'm also going to his preference question - I set mine to 90 days but could not get "Similar Payee" duplicates within an account...

    That said, you've been using MD for years - I'm not going to my live data to test this like I just did, but is it possible you have "Similar Payees" across accounts (i.e. you changed the account you paid from over time) - and this would assert your comment that the days to look doesn't relate to similar payees (if across accounts)?

    Just some thoughts that you may have already had over the years.

    Also, have you tried automatically merge transactions? (I honestly don't think this applies - but merge/confirm are similar items).

  27. 16 Posted by brett on 12 Jun, 2023 10:34 PM

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    Today I've changed the setting to "Only match downloaded transactions when they are at most 45 days apart" but I don't think it changed anything. It was previously set for the default setting. And I think that setting is only relevant for for "Merge Choices," not for "Similar Payees."

    Ideally the "Similar Payees" feature should work (without showing duplicates) for daily transactions, annual transactions, or anywhere in between.

  28. 17 Posted by dtd on 12 Jun, 2023 10:40 PM

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    just a user - well, I've tried quite a few times, but I can't get Similar Payees to duplicate, but I don't have 12 years of MD background in my database.

    I do have 35+ years of data, but I think MD "learns" whether correctly or incorrectly what it considers similar payees to be.

  29. System closed this discussion on 11 Sep, 2023 10:50 PM.

  30. brett re-opened this discussion on 27 Feb, 2024 11:28 PM

  31. 18 Posted by brett on 27 Feb, 2024 11:28 PM

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    This comment was split into a new private discussion: Duplicate entries shown under "Similar Payees"

    Still happening frequently in Version 2023.3, thanks.

    For example, the attached screenshot shows "Discover Card Auto-pay" 4 times, and "Planet Fitness" twice. (And this transaction had nothing to do with Network Solutions, so I have no idea why that is shown.)

  32. Maddy closed this discussion on 28 Feb, 2024 12:15 PM.

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