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Moneydance 2010 doesn't guess accounts anymore when importing OFX

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Zach

10 Feb, 2010 03:15 AM

The old Moneydance used to guess accounts for my online transactions when I imported them from an OFX file. I'd do this by clicking directly on OFX links on my banking websites. There'd be an Online Transactions window, and as I imported transactions one at a time, Moneydance would supply a guess, usually correct, on which account I wanted to file the transaction.

However, once I upgraded to Moneydance 2010, the transactions immediately enter my ledger (with little blue dots), but under the Account column, they all default to "Bills"! No more guessing.

Any help would be appreciated; screen shot is enclosed.

• screenshot.jpg 73.9 KB

1. 1 Posted by Noname on 10 Feb, 2010 03:27 AM

   

   Go to Moneydance > Preferences > Network > Automatically Merge Downloaded Transactions. If you check that box, it will work like it did in 2008 and in earlier versions meaning it will automatically assign the Category. But with that option unchecked it only assigns the default category, or none if you don't have a default category. It may take several downloads for it to "learn" the matches.

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2. 2 Posted by Ben Spencer on 10 Feb, 2010 02:17 PM

   

   Hi

   If you are not running the latest build I recomend you download it from here;

   http://moneydance.com/trac/wiki/Moneydance2010Beta

   The matching interface changed significantly from MD2008 to MD2010. When you import transactions in MD2010 they are initially marked as "unconfirmed" this is represented with a blue dot next to the transaction. You can filter your register to see all the unconfirmed transactions by clicking the unconfirmed filter button at the top of the register. When you select an unconfirmed transaction the accept/matching dialogue appears at the bottom of the register. From here you can determine how the unconfirmed transaction will be applied to the register. If there is a matching transaction this will be indicated by the label MERGE, if Moneydance can determine what category should be used for this transaction this will be indicated by the label CATEGORIZE. Select the option you are in agreement with and then click the accept button.

   Sincerely

   Ben Spencer

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3. Angie Rauscher closed this discussion on 24 Jul, 2011 07:25 PM.