Matching algorithm needs improvement
I find the entering of downloaded transactions can be exceedingly frustrating. I remember months ago there were discussions about this, but I want to add my thoughts since I'm experiencing it now.
-
For payees I've paid before MD offers as a possible match a previous payment, but does not offer it as a "repeat payee". This is not always true-not sure when it does this & when not
-
For items with a check # & a description of "check withdrawal", it seems to pick the last entered transaction as a repeat payee. For example it offered to repeat the payee of check #1029 ($29) when #1030 came up ($100).
-
The way I'd like to see it work:
If there's a check #, unless the check # matches, do not offer it as a match. Offer as a repeat payee any previous check in the same amount. If there are more than 1 with the same amount, offer them all (or however many you want if there are too many) in the drop down list
If there's no check #, it would be nice if the algorithm could filter out useless info. For example all of my payments through my online service start with "Withdrawal". The algorithm should ignore words like that that appear in multiple transactions & look for the payee name & match that. If there are none, try the amount.
I like MD, but until there's Direct Connect for my accounts, this matching process is almost worse than starting from scratch.
Comments are currently closed for this discussion. You can start a new one.
Keyboard shortcuts
Generic
| ? | Show this help |
|---|---|
| ESC | Blurs the current field |
Comment Form
| r | Focus the comment reply box |
|---|---|
| ^ + ↩ | Submit the comment |
You can use Command ⌘ instead of Control ^ on Mac
1 Posted by Angie Rauscher on 01 Jun, 2009 02:21 AM
Thank you for your suggestions for improvements to Moneydance. I have passed on your suggestion to our developer who will consider it for our next release. I have also created a Trac ticket for this item, which can be found here http://moneydance.com/trac/ticket/1911.
Our wiki is integrated with our feature request and bug reporting system. Please feel free to use these systems to help improve Moneydance by bringing bugs to our attention and requesting new features. We now also have voting on all existing tickets, which helps us determine which requests have the most demand.
Please let me know if I can be of further assistance, and thank you for your interest in Moneydance! Angie Rauscher Moneydance Support
Angie Rauscher closed this discussion on 01 Jun, 2009 02:21 AM.
Angie Rauscher re-opened this discussion on 25 Aug, 2010 09:30 PM
System closed this discussion on 31 Mar, 2015 03:29 PM.