MD downloads duplicate data
After importing my latest QIF data file to Moneydance, I set up my online accounts and as a last step I selected Online > Download acct-name Transactions to make sure that the bank access data was set up correctly.
The setup part worked nicely. Unfortunately, MD proceeded to download a bunch of recent transactions that had already been downloaded in Quicken. This created a large number of duplicate transactions.
I was able to delete all the duplicates by clicking on "Unconfirmed", selecting all transactions and deleting them. Re-doing the Download, however, re-downloaded the same transactions again.
How can this be fixed?
Is there any way to explicitly reset the (presumed) 'last download
state' in MD??
By the way, I am running MD on a Macbook Pro (Intel)
OS: Mac OS X 10.5.8 x86_64
Java: 1.6.0_20 (Apple Inc.)
I am using a trial version of MD and will buy it as soon as this
issue is resolved !
thanks,
george.
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1 Posted by gdjelatis on Sep 27, 2010 @ 10:31 PM
Oops !
While re-reading the fine manual, the "Tip:" under the heading "Matching Downloaded and Imported Transactions" jumped up a bit me:
"To have Moneydance automatically merge matching transactions go to Moneydance → Preferences → Network and check the “Automatically Merge Downloaded Transactions” option."
After "correcting" the preference settings, MD did, in fact, identify the matching/duplicate transactions and provided the opportunity to MERGE them. After merging the transactions I did the Download again and MD found no new transactions, so all is well.
Problem resolved.
Sorry - beginner's mistake [blush].
george.
2 Posted by Angie Rauscher on Sep 27, 2010 @ 11:17 PM
George,
It's okay, beginner's mistakes happen to all of us! Good luck using Moneydance, and do let me know if I can be of further assistance in your transition.
Angie Rauscher
Moneydance Support
Check out our new blog series, Moneydance on the Road.
Angie Rauscher closed this discussion on Sep 27, 2010 @ 11:17 PM.