tag:infinitekind.tenderapp.com,2009-01-14:/discussions/problems/956-change-in-md-functionality-after-upgrading-related-to-categoriesInfinite Kind: Discussion 2015-12-08T14:29:26Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/12766572010-03-22T17:48:14Z2010-03-22T17:48:14ZChange in MD functionality after upgrading related to categories<div><p>Hi Mark</p>
<p>Here is the relivent section formt he new documentation. Please
let me know if you need any further assistance.</p>
<p>Sincerely</p>
<p>Ben Spencer</p>
<p>Accepting Downloaded and Imported Transactions into the
Register</p>
<p>Once you have downloaded or imported new transactions you will
want to review and accept them (or “confirm” them) into
your register. At this time you may want to assign a category,
merge with an existing transaction or simply accept the transaction
as it appears.</p>
<p>Identifying Downloaded and Imported Transactions</p>
<p>Downloaded and imported transactions are placed in your
account's register by date of transaction and so may be dispersed
throughout the register. There are two ways to easily identify new
transactions. Open the register and</p>
<p>1.Click the Unconfirmed button. At the top of the register are a
series of buttons. By choosing the Unconfirmed button Moneydance
will only display those transactions which have the blue dot and
are not yet confirmed by you.<br>
2.Look for the “blue dot.” All new transactions have a
blue dot in the right of the Description field.</p>
<p>Understanding Downloaded and Imported Transaction Data</p>
<p>When a downloaded or imported transaction appears in the
register it usually will have some basic information included such
as a transaction date, description and amount. It may contain other
information such as a check number or memo. The first time you
bring it into the register you may want to manually change the
description, add a memo or even choose to categorize a new
transaction. Moneydance will “learn” these changes and
associate them with similar future transactions. All this can be
done prior to confirming the transaction.<br></p>
<p>Modifying Downloaded and Imported Transactions</p>
<p>You can modify or delete transactions as seems appropriate for
your records. Doing this prior to confirming the transaction may
prove most efficient.</p>
<p>To modify a transaction before confirming, just double-click on
the transaction to open the Edit mode. You can now make changes to
any field in the transaction. Press the Enter key on your keyboard
to exit the edit mode and return to the confirming process. (Note
that if you click on the “OK” button you will not exit
the edit mode and any changes you made will not be saved.) To
delete the transaction, click once on the transaction to highlight
it and then press the delete key on your keyboard. You will be
asked to confirm that you wish to delete the transaction. If you
are sure you do, then click the OK button.</p>
<p>MD Tip: If you realize after you have modified or deleted a
transaction that you made a mistake you can use the
“Undo” option in the Edit menu found running along the
top of the screen. See Chapter 3 for more about using
“Undo.”</p>
<p>Matching Downloaded and Imported Transactions</p>
<p>Once you have reviewed and modified your transactions you are
now ready to accept them into the register through the confirmation
process. With this process you are formally entering transactions
into the register.<br></p>
<p>MD Tip: Moneydance attempts to recognize and auto-categorize
transactions with similar payees and amounts, so once you have
manually assigned a category to a transaction or changed it's
description you can expect Moneydance to suggest the same category
and/or description for similar transactions. To have Moneydance
automatically merge matching transactions go to Moneydance ->
Preferences -> Network and check the “Automatically Merge
Downloaded Transactions” option.</p>
<p>The Matching Process</p>
<p>When you highlight an unconfirmed downloaded or imported
transaction a dialogue box will appear at the bottom of the
register. In this box a list of transactions will appear. The first
line in this display will be the description and memo for the
transaction as it was originally received. Moneydance uses this
original description to begin offering matches.</p>
<p>Highlighted below this will be suggested options for you to
choose how to handle the transaction. There may be several
transactions displayed so you may need to use the scroll bar to the
right to review all the options.</p>
<p>The options Moneydance offers are:</p>
<p>Original. Accept the transaction in it's original format as
Moneydance has received it. It is the first option in the listing
centered in the middle of your screen.</p>
<p>Merge. Moneydance has identified a direct match to a transaction
which already resides in your register. This usually means there
was a match on the transaction date, description and/or amount. By
accepting the Merge option you will, in effect, be deleting one of
the transactions so that you have only one entry in the register
for this transaction.</p>
<p>Categorize. Moneydance will usually be displaying several
similar transactions that are already in your register with
different assigned categories and descriptions. You can select the
transaction which offers the description and category which you
would like to apply.</p>
<p>Revert. Moneydance has identified a similar transaction that was
categorized with a different description and/or category at another
time in the register.</p>
<p>If the Moneydance suggested option is the action you wish to
take just click he Accept button at the lower left of the register
or press Command-Enter (Control-Enter) on the keyboard. If you want
to choose a different option just highlight it and follow the same
process to Accept.</p>
<p>Once you have accepted the transaction into the register the
blue dot disappears and is replaced with an “i”
signifying that the transaction has been confirmed but not
“reconciled (cleared).” For more information about
reconciling your account see Chapter 4: Balancing Accounts Using
the Reconcile Tools.</p>
<p>Suggested Workflow for the Matching Process</p>
<p>To match transactions in Moneydance try this suggested
workflow:</p>
<p>1.Click the Unconfirmed button at the top of the register to
display your transactions.<br>
2.Select the first transaction by clicking once to highlight.<br>
3.Review the suggested transactions in the dialogue box at the
bottom of the register.<br>
4.Select the transaction with the option that fits your needs and
Accept it into the register.<br>
5.Continue through your list until all the transactions have the
blue dot replaced by an “I” in the Unconfirmed
list.<br>
6.Click the “All” button to see all the transactions in
your register.</p>
<p>MD Tip: If you need to stop the confirmation process at any time
you can resume from where you left off by clicking the Confirm
button and finish resolving your unconfirmed transactions.</p></div>Ben Spencer