Manual merge of two items?
Brad Steffen
I would like to see the ability to select two (or more) items in the register and merge the items, perhaps via a right-click option?
Thank you,
- B
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1 Posted by Ben Spencer on Apr 08, 2010 @ 02:05 PM
Hi Brad
What would you expect to be the outcome of such a merge? Are you talking about creating a single transaction out of duplicates or turning multiple transactions into a split transaction?
Ben
2 Posted by Brad Steffen on Apr 08, 2010 @ 02:45 PM
Ben:
Thank you for the quick response.
I would expect the outcome to be a single transaction with elements from all entries.
As an example:
I create a manual transaction for a fuel purchase with the name of the gas station in the description, other information in the memo field (which car), the amount from my receipt, and the category Automotive:Fuel.
I later import a CSV file from my bank statement that includes the actual cleared transaction. Once I find the matching transaction in the statement transactions I would like to highlight both and have the option to choose which fields to merge into the final record.
Ideally I would like to see all of the fields presented in a dialog with radio buttons to choose between the different entries for each field. The resulting record should be depicted in the dialog for review before accepting the change.
This function could also be used to merge duplicates from import mistakes.
Thank you again for your attention.
3 Posted by Ben Spencer on Apr 08, 2010 @ 05:38 PM
Currently if you import a file in OFX or QIF format or download directly using OFX direct connect Moneydance will mark these imported transactions as "unconfirmed" clicking on an unconfirmed transaction brings up an accept dialogue that allows for merging with matching transactions. there is an existing ticket to mark transactions imported from csv as unconfirmed such that they can access the same dialogue. Here is the link to the ticket.
http://moneydance.com/trac/ticket/2038
If you register and log into trac you can vote on tickets to show your support.
Sincerely
Ben Spencer
4 Posted by Brad Steffen on Apr 09, 2010 @ 04:00 AM
Ben:
Thank you for the pointer to the Trac ticket about making CSV import items "Unconfirmed" and feeding them to the accept/merge/match engine. That will greatly reduce my current workflow.
That being said, I still think there is a use for a manual merge function in the event transactions are not similar enough to trigger the accept/merge/match logic. For example Wells Fargo has a tendency to radically change descriptions between pending and posted transactions.
I also think that a dialog to help merge two (or more) transactions on a field by field basis would be useful. Giving the user more granular control always helps with the frustration level when the software's automated functions can be too smart of their own good. I am think of Visio here.
Thank you,
5 Posted by Brian Adler on May 15, 2010 @ 02:28 PM
Brad,
I apologize that we haven't replied to you before now. I like your suggestion and agree with your reasons it would be useful. You certainly can create a trac ticket with this idea and it can become a modification that we make at some point in the future.
Brian Adler
Moneydance Support
6 Posted by Brad Steffen on May 15, 2010 @ 02:55 PM
Brian:
I am unable to create a ticket in Trac. My newly created "BradSteffen" account apparently does not have sufficient rights.
Thank you,
- Brad
-----Original Message-----
From: Brian Adler [mailto:[email blocked]]
Sent: Saturday, 15 May, 2010 07:30
To: Brad Steffen
Subject: Re: Manual merge of two items? [Suggestions]
7 Posted by Ben Spencer on May 15, 2010 @ 03:01 PM
Hi Brad
The trac system requires that users authenticate after registering. This means that trac will have sent you an email and you need to follow the instructions in this email to prove you are not a spam bot before you get the privileges to create tickets.
Ben Spencer
8 Posted by Brad Steffen on May 15, 2010 @ 04:44 PM
Hi Ben:
I completely understand the anti-spam step. However, I have followed the emailed verification link and still do not have rights to create tickets.
Thank you,
- Brad
-----Original Message-----
From: Ben Spencer [mailto:[email blocked]]
Sent: Saturday, 15 May, 2010 08:04
To: Brad Steffen
Subject: Re: Manual merge of two items? [Suggestions]
9 Posted by Tom Freeman on Jun 16, 2010 @ 08:14 PM
Hi Brad,
We've been having some issues with our trac site and are in the process on migrating to new system that allows support staff to create a ticket directly from the forum post.
I will pass this on to the developers.
Tom
Angie Rauscher closed this discussion on Jul 24, 2011 @ 07:54 PM.