Problem with Similar Payees

kcannon's Avatar

kcannon

07 Jun, 2022 11:06 PM

I've been using Moneydance for a number of years. Recently, I've noticed that, when balancing accounts, the number of choices under Similar Payees for certain repeated transactions has been growing. Some of the growth seems to be due to description/category combinations that were once valid but are no longer, but some are combos that I've never used, while others are clearly duplicates. Having to scan these lists makes the reconciliation process take longer. Is there a way I can cleanup Similar Payees to get rid of the duplicates, etc?

  1. Support Staff 1 Posted by Maddy on 08 Jun, 2022 10:46 AM

    Maddy's Avatar

    Hi,
    Thank you for contacting Moneydance support.

    You could try the following: select Moneydance --> Preferences --> Network and check the Only match downloaded transactions when they are at most X days apart option.
    If checked, the program will only offer matches which have dates in the stated range.

    I hope this information is helpful. Please let us know if you have further questions or need more assistance.

    --
    Maddy, Infinite Kind Support

  2. 2 Posted by kcannon on 08 Jun, 2022 01:49 PM

    kcannon's Avatar

    Maddy, thanks, I wasn't familiar with that setting. I'll gove it a try
    later today.

    Kelly

  3. System closed this discussion on 07 Sep, 2022 01:50 PM.

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