tag:infinitekind.tenderapp.com,2009-01-14:/discussions/switching-from-another-personal-finance-program/2031-edit-split-when-confirming-downloaded-transactionsInfinite Kind: Discussion 2018-10-18T14:05:58Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/398867072016-05-16T04:56:22Z2016-05-16T04:56:23ZEdit split when confirming downloaded transactions<div><p>Making the switch from Quicken to Moneydance.<br>
Downloaded transactions from my credit card. Went to "confirm" the
transactions, but since the split amounts need to be adjusted,
clicked on the split in the confirm box, entered the correct splits
into the pop-up window. Then confirmed the transaction.<br>
To my horror, I went back into one of the transactions that I had
just confirmed and found that the split updates that I had entered
were not saved and it was showing the original (wrong!) splits. I
now have to go back into several dozen transactions and re-key all
the splits.<br>
What am i doing wrong? Do I have to confirm the downloaded
transaction as-is then go back in and edit it (that just seems
wrong and a waste)?</p></div>dltolley2tag:infinitekind.tenderapp.com,2009-01-14:Comment/398867072016-05-25T13:33:34Z2016-05-25T13:33:34ZEdit split when confirming downloaded transactions<div><p>Hello,</p>
<p>Is it possible that you didn't save your transaction after
entering in the splits? For example, just editing the splits in the
split window (or editing any other field of the transaction)
doesn't automatically save the changes, as you are still in the
edit transaction mode, where the program is waiting for you to make
further changes to this transaction. To save your transaction, you
would either have to press the enter key while a field still
waiting for entry in the transaction, or click off the transaction
(at which point you should be prompted if you want to save is
discard your changes). The confirmation window should then show the
correct splits to confirm in the pop-up window.</p>
<p>Ethan<br>
Moneydance Support</p></div>Ethantag:infinitekind.tenderapp.com,2009-01-14:Comment/398867072016-07-08T05:25:47Z2016-07-08T05:25:47ZEdit split when confirming downloaded transactions<div><p>When editing the splits when confirming transactions, there is
no field waiting for entry and there are no pop-ups asking if you
want to save.</p></div>dltolley2