please add "Force Merge" feature

Ron's Avatar


17 Jan, 2024 06:12 PM

There are two situations where I believe that a "Force Merge" option would be very useful:

  1. To deal with transactions that were confirmed by mistake.
    Sometimes I make a mistake and confirm transactions, and then understand they should have been merged. Once the transactions are confirmed there is no way to merge them.
    In those cases the only solution is to delete the transaction and redownload the transaction. When using Moneydance+ that also means reseting the sync date, which causes redownloading many more transactions after the sync date.
    It would be way more convenient if I could highlight two transactions and choose something like a "force merge" option.

  2. When downloading transactions moving funds between currencies, like transfers between accounts with different currencies.
    When transferring to another account which is in a foreign currency, moneydance estimates the resulting foreign currency amount. In 99% of the cases it is incorrect because banks never use the rates which moneydance uses.
    That means in 99% of the cases there is no option to merge the downloaded transactions without manually correcting the amounts.
    It would be great if I could highlight two transactions, select "Force Merge", and Moneydance updates the foreign currency amounts on both sides to reflect the actual transaction value on the other side and then merges them.
    (Another option, which I've suggestion before is to offer to merge such transactions as long as amounts of the converted currencies are within X% of each-other). I believe that this case affects many people and will save people alot of work.

Please consider adding these features.
Thank you!

  1. System closed this discussion on 17 Apr, 2024 06:20 PM.

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