[moneydance] Checks won't match bank download
John Muccigrosso
internetj at muccigrosso.org
Tue Mar 17 13:36:32 EDT 2009
On 17 Mar 2009, at 12:00 , Sean wrote:
> On Mar 16, 2009, at 12:53 PM, John Muccigrosso wrote:
>> 1361 is the one about the bank registry not finding matching check
>> numbers (apparently if they're too far apart in date).
>
> I think this one is solved by the "only match for ... days apart"
> setting in the Network section of the Preferences window.
Ah, that's good to know about! Thanks. (I would never have looked
there.) Any chance for an "infinity" option? Normally 90 days would do
it, but there are those times...
>> 1209 is the one about MD always putting up the same default
>> transaction, even when the bank file gives a different payee (and in
>> other cases too).
>
> For some reason, the matching algorithm must think that payee is the
> "best match" for the unrecognized downloaded transaction. I'm still
> working on how to improve this in MD2009. I definitely understand how
> the current matching can be a real problem, so I'm working on ways to
> do intelligent matching without requiring everyone to jump through a
> bunch of hoops.
I think something very simple is going on though (a bug). This happens
for me when there is no matching transaction, but MD puts up the same
payee all the time, even when the actual payee is clearly to be found
in the bank download and shows up elsewhere in my account. Since
there's no match, it should just read what's in the transaction.
John Muccigrosso
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