[moneydance] similar transactions not downloading

[David Carlson]

David McGlone wrote:
> On Saturday 03 March 2007 13:03, Fuzzy Fox wrote:
>   
>> David McGlone <dlmcglone at columbus.rr.com> wrote:
>>     
>>> I'm having a slight problem with moneydance.  It seems moneydance will
>>> not download similar transactions that have occurred on different days
>>> or even monthly.
>>>       
>> What's the method you're using to download?
>>
>> If you are, say, downloading a QIF file, and you select "From another
>> program" when you download, Moneydance will just import the data without
>> asking you any questions, and it will also attempt duplicate transaction
>> removal, much like what you describe.
>>
>> If you select "From a downloaded file" then Moneydance should present a
>> dialog where you can accept and correct each transaction as it comes in.
>>     
>
> I'm not sure. I just select "download transactions" in the online menu and 
> when they come in, a box opens at the bottom of moneydance letting me add the 
> transactions to the register.
>
>   
After you download, the area at the bottom of that account window should 
contain all of the newly downloaded transactions.  When you highlight 
one of those, it is compared to existing transactions in the drop-down 
box above the list. When there are nearly identical existing 
transactions already present, it may be necessary to select "New 
Transaction(No Match)" from the drop-down list instead of "Possible 
Match: abcdefghijklmnop" or "Best Match: abcdefghijklmnop".  If you want 
change some detail before clicking on the Record button, the transaction 
is also available to edit at the bottom of the transaction list.  You 
can choose a different category or transfer account, add tags, change 
the date, or change everything if you want.  If you don't want to accept 
all of the transactions right away, or if you make a mistake when you 
accept a transaction, click on the Done button, and MD will remember 
that they are there and show an underlined note "You have un-recorded 
downloaded transactions" on the right hand side of the bottom bar of the 
account window. Then you can edit existing transactions in that account. 
When you are ready to go back to accepting new transactions, just click 
on that note to go back to the list.

Does that help?

Dave Carlson