Check clearing
Hi -- new to Moneydance on Mac from Quicken on PC. When I download transactions from my bank, the cleared checks are not matching up with checks entered manually in the register, so no transactions have a green check indicated they have cleared. Is there a setting to turn this feature on?
Comments are currently closed for this discussion. You can start a new one.
Keyboard shortcuts
Generic
? | Show this help |
---|---|
ESC | Blurs the current field |
Comment Form
r | Focus the comment reply box |
---|---|
^ + ↩ | Submit the comment |
You can use Command ⌘
instead of Control ^
on Mac
1 Posted by -Kevin N. on 22 Mar, 2010 11:11 PM
Hi Andy, The matching process is much improved in the latest build (743). It's available for download at: http://moneydance.com/trac/wiki/Moneydance2010Beta Don't be concerned about the Beta moniker. These builds are the stable build with added features and improvements.
As far as the green check marks go... these are either added manually by moving to the 'C' column and then tapping the spacebar or up and down arrow keys, or they're added thru the 'Reconcile' option available under the 'Account' menu. You can also mark a txn. cleared by right clicking it and choosing 'Mark as Cleared' HTH -Kevin N.
2 Posted by Andy on 22 Mar, 2010 11:17 PM
Kevin -- thanks. A couple of follow-up questions. If I don't want to manually clear the transaction, how does the reconcile function work? Also, I don't know if I have the latest build; I downloaded Moneydance about a month ago. Is there a way to check up for updates.
3 Posted by -Kevin N. on 22 Mar, 2010 11:59 PM
Hi Andy, To check the build of your version of MD, click on Help > About Moneydance. Your best bet to ensure that you have the latest build is to follow the link in my previous post.
There is a self proclaimed work-in-progress Help file available at: http://help.infinitekind.com/discussions/md2010-beta/60-almost-fina...
Check Chapter 4 for instructions on using 'Reconcile'.
HTH -Kevin N.
4 Posted by Andrew W. Cohen... on 23 Mar, 2010 01:30 AM
Kevin -- thanks again. My version is 735; your current one is 743. How do I update? And how do I ensure I don't lose any settings? I spent a lot of time configuring my checks to print correctly and would hate to have to do that again.
Andy
5 Posted by -Kevin N. on 23 Mar, 2010 02:30 AM
Hi Andy, You can install the Moneydance Updater extention to have MD automatically check for new release versions. Click on 'Extentions' and then 'Add...' Select the 'From the Internet radio button and click 'Next'. Choose the Moneydance Updater from the resulting table. Note that the MD Updater will NOT notify you of 'preview' releases.
The link I provided takes you to the latest 'preview' installation files. Download and save to disk the appropriate file for your operating system. The installtion file will update your current version. It has been my experience that updating has no effect on 'Prefference' settings. It is my understanding that those settings are stored in a different file.
As with any upgrade, make sure you have a recent backup. HTH -Kevin N.
6 Posted by Ben Spencer on 23 Mar, 2010 03:07 PM
Hi Andy
There is no way to automatically have moneydance mark a transaction as cleared. You either have to mark it as clear from the register as Kevin described, or you can run the reconcile tool. The reconcile tool still requires that you manually indicate that each transaction is cleared.
i am sorry oif this does not meet your needs.
Sincerely
Ben Spencer
Angie Rauscher closed this discussion on 24 Jul, 2011 07:42 PM.