Edit Auto created transactions

Billy Templeton's Avatar

Billy Templeton

11 Jan, 2022 08:14 PM

How does the User modify auto-created transactions since transaction details often change? For instance, when Moneydance downloads transfers from one of my savings accounts to checking, the previously created auto transaction automatically assumes the transfer is going to a Bond Account instead of to my checking account.

  1. Support Staff 1 Posted by Ethan on 16 Jan, 2022 07:53 PM

    Ethan's Avatar

    Hello,

    I'm not entirely sure I'm following. If by "auto-created transactions" you mean a transaction reminder, you should be able to modify all aspects of it in the reminders window where you created it.

    If the issue is that the program is then downloading this transaction from your bank and auto-merging it incorrectly with another transaction, I'd recommend turning off the automatic merge option in preferences, since it sounds like you need to train the program better in the confirmation process about which downloaded transactions match with which manually entered ones.

    If that doesn't address your question, could you try explaining it in more detail? Feel free to attach screenshots if that's helpful.

    Ethan
    Infinite Kind Support

  2. System closed this discussion on 17 Apr, 2022 08:00 PM.

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