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disable confirm/combine function

• Edit

keri theophilus

15 Aug, 2022 09:39 AM

When i download data from my bank account moneydance consistently does no download certain transactions. This happens every month. I suspect this was my fault as I stated using the justification box that opens on the RHS of the screen when looking at transactions. I suspect I hit the combine button for a number of transactions without fully understanding what this does. I suspect these are the transactions that are now not being downloaded.
How do I reset so it removes the links

1. Support Staff 1 Posted by Maddy on 15 Aug, 2022 10:17 AM

   

   Hi,
   Thank you for contacting Moneydance support.

   Firstly, you could check the following:

   The filter at the top of the register should be set to "All".

   There is a button that toggles between "split" and "combined mode" at the top-right corner of the register, next to New Transaction.

   If this is in split mode, then all unconfirmed transactions will be shown in a second register which appears below the regular register.

   This can sometimes be collapsed, so that all it shows is a bar with a label that says "N unconfirmed transactions". If you see that bar, drag it up vertically and you'll see the unconfirmed transactions in that list.

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

   --
   Maddy, Infinite Kind Support

   • Edit

2. 2 Posted by keri theophilus on 15 Aug, 2022 11:02 AM

   

   Hi Maddy

   thanks for this. I did check the split/combine button and it does show both.

   Its the same transactions that seem to disappear every month I download the data. I make about 12 charity donations each month on the 1st or 2nd of the month. Invariably only one transaction is downloaded and i have to add the rest manually.

   It would appear that the software thinks its a duplicate entry even though the amounts are variable. Is there another way to stop this happening?

   Regards

   Keri

   Keri Theophilus.
   [email blocked]
   UK +44 7552 180 533

   • Edit

3. Support Staff 3 Posted by Maddy on 15 Aug, 2022 11:19 AM

   

   Can you check if the option 'Automatically Merge Downloaded Transactions' is checked under Preferences->Network?

   When enabled it performs two functions automatically as transactions are imported or downloaded.

   A) As each transaction is imported if the download transaction is a sufficiently close match to a transaction that already exists in the register (probably a manually entered transaction) the two would be merged together. The purpose being to remove duplicates on download. Transactions need to have exactly the same amount to be considered a merge eligible match.

   B) As each transaction is imported if the download transaction has a sufficiently close description/payee to one of the transactions already in the register the incoming transaction is considered a "Repeat payee". In such a case the category and description of the incoming transaction are set to equal those of the transaction it matched to.

   ---

   Additionally, while you cannot "undo" the Merge option you can significantly limit them. To do this select Moneydance --> Preferences --> Network and set the option "Only match downloaded transactions when they are at most 'N' days apart". Change the N to 0. This should help limit any incorrect merges in future - this is what might have happened in your case, perhaps?

   The easiest solution to correct a confirmation error would be to create a transaction to replace the one which has been 'merged' and therefore is missing from the register.

   You may have use your bank statement for the transaction information. Also, amending the settings as I mentioned earlier will help reduce any incorrect merges happening in the future.

   Alternatively, you could try to delete all newly downloaded transactions and download them again from your bank.

   Please keep us posted on your progress, Thank you!

   --
   Maddy, Infinite Kind Support

   • Edit

4. 4 Posted by keri theophilus on 15 Aug, 2022 11:25 AM

   

   Thanks Maddy

   I have unchecked the auto merge funtion and will see how I get on next month

   Regards

   Keri

   Keri Theophilus.
   [email blocked]
   UK +44 7552 180 533

   • Edit

5. System closed this discussion on 14 Nov, 2022 11:30 AM.