tag:infinitekind.tenderapp.com,2009-01-14:/discussions/problems/77498-transactions-being-doubledInfinite Kind: Discussion 2022-05-08T17:40:19Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/499932422022-02-05T21:39:49Z2022-02-05T21:39:49ZTransactions being doubled<div><p>I'm a fellow user.</p>
<p>Rather than just diving in and talking about the various permutations and what is and is not possible, we can make it much more specific if we know what format the data you are importing is in, for example OFX/QFX, QIF, CSV etc. The type of file actually determines some of what is and is not possible.</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/499932422022-02-06T17:37:07Z2022-02-06T17:37:07ZTransactions being doubled<div><p>In addition to responding with the information from the previous comment, I wonder if from what you describe you may not be going through the confirmation process after you download or import your data? I at least don't see that mentioned, just the reconciliation process, which is a different thing.</p>
<p>Downloaded transactions should have a blue dot next to them in the description field. Clicking on a transaction with a blue dot should open a right sidebar with confirmation options. If the transaction is similar to one you have already manually entered, one of the options should be to merge those transactions. Choosing the correct category for transactions in the confirmation process allows Moneydance to improve its suggestions for future downloads. The more transactions you correctly confirm in this process, the better the program will become at suggesting the correct confirmation option from the start.</p>
<p>Transactions downloaded through direct connections, or through importing OFX or QFX files, contain unique transaction IDs for each transaction. These allow programs like Moneydance to know that it has seen these transactions before. This information is stored in the background of the program, but is associated with each downloaded transaction. If Moneydance encounters the same unique transaction ID in a future download (even if you have modified the transaction by entering in a memo, assigning a category, etc), the program will know it has seen that transaction before, and won't import it again. If you try to deal with duplicates by deleting them instead of merging them, you're just deleting these unique transaction IDs that Moneydance needs to know it has seen that transaction before, and the transactions will just appear again each time you download.</p>
<p>More details on the confirmation process with screenshots can be found at <a href="http://infinitekind.tenderapp.com/kb/online-banking-and-bill-pay/confirm-downloaded-data">http://infinitekind.tenderapp.com/kb/online-banking-and-bill-pay/co...</a></p>
<p>Ethan<br>
Infinite Kind Support</p></div>Ethan