[moneydance] Transaction matching rules

John Muccigrosso internetj at muccigrosso.org
Sat Aug 2 11:46:42 EDT 2008


On 2 Aug 2008, at 12:00 , Sean wrote:

> Please keep in mind that Moneydance matches downloaded transactions to
> local transactions based on the original payee/memo fields in the
> local transactions, not the current payee field.  To see the original
> payee/memo fields in build 614 or newer hold the 'alt' key and move
> the mouse over the transactions in your register.  You should see some
> similarity between the local and online payee/memo fields in the
> extended information shown in the popup.


Sean,

Ah, cool feature.

Anyway, it still is weird because things originally like "Checkcard  
3234 - Cafe Meow" match "Checkcard 0989 - Joe's Auto repair", almost  
no matter what shows in the "Cafe Meow" place.

I have no idea how the matching works, but having it ignore the  
useless "Checkcard ####" or "Check ####" at the start of an entry  
might solve the problem.

John Muccigrosso



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