Give check number priority in matching downloaded transactions

Joe's Avatar

Joe

09 Jun, 2010 01:40 PM

When matching bank account transactions, if MD fins a transaction already in my register with the same check number and same $ amount, it should give that match priority above all else. (It never seems to do that).

As it is now, when I download transactions for my bank account, and MD presents the list of possible matches, it generally defaults to something other than the one I want, so I need to select the correct one, then click ACCEPT. Not a big deal, but if MD gave priority to matching on check number and $ amount, that should almost always be the right match.

I created Ticket #2903 for this minor (but helpful) enhancement.

  1. 1 Posted by Angie Rauscher on 09 Jun, 2010 05:30 PM

    Angie Rauscher's Avatar

    Joe,

    Thank you for your suggestion and creating a ticket for this request. I think what you suggest makes sense, and I'll add it to my list of improvements to discuss at our next development meeting.

    Please let me know if I can be of further assistance,

    Angie Rauscher
    Moneydance Support

  2. Angie Rauscher closed this discussion on 24 Jul, 2011 07:53 PM.

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