Note: Due to abuse of the open system we've had to limit anonymous access. To post a bug report or feature request, please sign up for an account using the Register link below.

Ticket #1374 (new enhancement)

Opened 9 months ago

Last modified 4 months ago

Request for option to NOT match downloaded transactions

Reported by: paul_burgdorf Assigned to: sreilly
Priority: major Milestone: Moneydance 2007
Component: onlinebanking Version: 2007.stable
Keywords: online match download transaction Cc:

Description

I have regularly occurring transactions each month (utilities and paycheck deposit), which should be recorded as new. MoneyDance, however, is pretty aggressive about matching downloaded transactions to previous ones. So I have to scroll through the list of downloaded transactions to unmatch any matched transactions.

So it would be great to have an option to not match downloaded transactions, instead just making them all new.

Change History

04/27/08 17:12:17 changed by tmetro

Maybe a better solution would be decreasing the range used for "fuzzy" date matching or having an option to set it. I read somewhere that MB uses 15 days currently.

05/22/08 02:42:57 changed by andreyb

This is indeed a huge problem. I spent close to 2 hours migrating quicken records and importing online transactions for the cc and bank accounts. Most of my time was spent unmatching matched transactions. MD would always suggest to match first even when it is not the most logical choice. In 99% of all suggested cases I had to switch from matched transaction to recurring transaction or to new when recurring was not available.

my version is MD 2008 (606)