Duplicating entries

David  Garstin's Avatar

David Garstin

31 May, 2023 12:18 PM

When importing an OFX file into my credit card most of the entries are duplicated. It does not seem to match the entry amounts. Can't find any settings that may change this.

This will also happen importing CSV files.

Can you help please.

  1. Support Staff 1 Posted by Maddy on 31 May, 2023 12:45 PM

    Maddy's Avatar

    Hi David,
    Thank you for contacting Moneydance support.

    After downloading/importing your data, you should go through the confirmation process, as outlined here.

    To begin the confirmation process, you should select the first transaction in the register with a 'blue dot'. A panel will appear on the right of your screen which shows the 'Current Transaction' details. You should amend the category within this panel, then select 'Confirm'.

    You'll see the solid blue dot change to a blue circle. Moneydance will then move to the next unconfirmed transaction in the register.

    As you go through this process it will become quicker and easier. Moneydance will begin to recognize the information you have previously confirmed, and start to suggest the correct categories within 'Similar Payees' in the panel on the right.

    The next time you download from the bank many of the correct categories will automatically be assigned, and this will improve as you confirm more transactions.

    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 dtd on 31 May, 2023 09:17 PM

    dtd's Avatar

    just a user - you can also try Moneydance/Settings/Network and click the box saying Automatically Merge Downloaded Transactions.

  3. System closed this discussion on 30 Aug, 2023 09:20 PM.

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