Automatically Merge vs Merge

Mark's Avatar

Mark

19 Nov, 2021 12:31 PM

My version is not up to date so if this suggestion is obsolete, please disregard.

There are 2 functions in MD. One called Merge and another called Automatically Merge.

Merge turns 2 identical transactions into 1, eliminating 1 because it's redundant. We see this come up when Confirming downloaded transactions. If I've manually entered a transaction and then download that same transaction, 2 will come up. MD can see this because they have the same, I don't know, date and amount? Whatever it is it's a good feature to easily combine the two.

Then we have something called Automatically Merge under Preferences->Networking. This is to turn on automatic categorizing. This is where my suggestion comes in. Since there is already a function called Merge and I think Auto.Merge is a poor way of describing auto.categorizing I say, change the name of auto.merge. Quicken used Memorize. (I think. It was also able to Memorize splits as percentages. Very handy with transactions needing tax split off to a different Category.)

Maybe Automatically Categorize would be a better name for Automatically Merge.

  1. 1 Posted by Stuart Beesley ... on 19 Nov, 2021 01:04 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    I'm not sure you are correct.. There is Merge which tries to work out the best merge candidates and then auto-merge simply tells MD to apply the best detected merge...

    Sometimes when downloading, MD detects corrections or duplicates already in your register and will eliminate these / apply / merge the change....

  2. 2 Posted by Mark on 20 Nov, 2021 12:44 PM

    Mark's Avatar

    Stuart
    I can be off track on this one. I must have mis-read this:
    https://infinitekind.tenderapp.com/discussions/general-questions/2732-automatically-merge-downloaded-transactions

    Can I set Auto-Categorize based on data such as the memo entry?
    And, can I auto-split based on percentage?

  3. 3 Posted by Stuart Beesley ... on 20 Nov, 2021 01:50 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    That is a 10 year old and incorrect thread. Auto merge does work and can be enabled in preferences. It’s either on or off.

    As for auto-categorise. It learns what you have categorised before and works out the best categorisation. The more you confirm, the more it learns.

    No to auto split by %

  4. 4 Posted by Mark on 20 Nov, 2021 05:12 PM

    Mark's Avatar

    Stuart
    Thank you for all your help in this matter.
    I'd like to set some "rules" for auto-categorization because when I transfer funds among accounts the Description is all the same ("Withdrawl") but in Memo it shows the account number. If I could set a Rule that based on XXX account number in Memo, it would select the right account in Category.

    I've been using MD for about 2 years now. I'm doing a bunch of year end stuff with it these days and I sure like it. And I'm glad I'm not using that other *ntuit product.

    Cheers
    Mark

  5. 5 Posted by Glen on 05 Jan, 2022 08:58 PM

    Glen's Avatar

    I have long desired a "Manual Merge" capability, select two or more transactions and merge them. The is often required when auto-merge doesn't happen because of discrepancy between a reminder and a download, but it would be useful in other situations as well. The ability to "collect" multiple transactions into a split transaction is very similar and also desireable.

  6. System closed this discussion on 06 Apr, 2022 09:00 PM.

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