duplicates

Michael Robinson's Avatar

Michael Robinson

09 Nov, 2021 07:10 PM

Importing duplicates

  1. 1 Posted by Michael Robinso... on 09 Nov, 2021 07:11 PM

    Michael Robinson's Avatar

    Importing duplicates

  2. 2 Posted by dwg on 09 Nov, 2021 07:52 PM

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    I'm a fellow user.

    What is your question/problem?

    If it i that you end up with duplication transactions. What and how are you importing, are these automatic downloads or manual downloads and imports, what file format are you using and what steps are you taking?

  3. 3 Posted by Michael Robinso... on 09 Nov, 2021 10:47 PM

    Michael Robinson's Avatar

    Downloaded from a credit union in quicken format. Double-clicking downloaded files and they appear in Moneydance. These are manual.

  4. 4 Posted by tgilbert666 on 09 Nov, 2021 10:55 PM

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    I'm a fellow user.

    Always try to give as complete information as you can to aid in others helping.

    For instance what version and build of MD and on what operating system?

    I'm guessing by "quicken format" you mean QIF format although perhaps you mean QFX format in which case please ignore my comments.

    What you describe would be expected behaviour if your QIF files contain entries that exist in other QIF files as the QIF format doesn't allow transaction identification. You will need to ensure your QIF files contain unique transactions - perhaps by setting date constraints when you download them. Alternatively, you could investigate downloading QFX/OFX format data instead as the OFX standard DOES allow for transaction identifies and MD will recognise and ignore previously imported transactions.

    Alternatively, provide more context.

    Cheers,
    Tony

  5. 5 Posted by Michael Robinso... on 09 Nov, 2021 11:09 PM

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    The available formats are CSV, Quicken, or Quickbooks. CVC QIF QFX QBO. Moneydance is the latest version 2021.1.(3069) and of Windows 10. I usually download QFX.

  6. 6 Posted by dwg on 09 Nov, 2021 11:26 PM

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    QFX is a format that normally gives Moneydance enough information to allow it to ignore duplicate transactions. It does this by including a unique Transactions ID for each transaction.

    The only time this would usually fail is if the Bank were to reset the Transactions IDs - and some banks have done this.

    To ensure Moneydance has the transactions IDs in the register you would confirm each transaction.

  7. 7 Posted by Michael Robinso... on 10 Nov, 2021 03:56 PM

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    Downloaded CSV and confirmed no duplicates in download. Appears duplicates may be created when I double click on download from CU. Thanks

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