Uploading bank transactions

Bob B's Avatar

Bob B

22 Jul, 2020 07:09 PM

After I upload bank transactions, they get a blue dot and I do through and confirm them but I find the process error prone. I frequently end up with duplicates of existing txs that i end up deleting when reconciling.
It's error prone because the matching shows transactions that have already been matched. I'm used to Quicken where transactions that have already been matched are skipped over and not even loaded.

It would be great if that were the same in Moneydance.

A few option to fix in order of preference:
* don't load transactions that have the same FITID as an existing one in the MD register.
* use a different colour for the icon if its FITID was the same as one that was already present in the MD register. I could select them all and delete them without having to go through each one.
* clearly identify the one that already has the same FITID and put it first so I can choose it and move on quickly.

BTW: I've checked the MD transactions using the excellent File Display extension and the FITID is present in the existing transactions.

  1. System closed this discussion on 21 Oct, 2020 07:10 PM.

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