[moneydance] Transaction matching rules

Sean Reilly sreilly at seanreilly.com
Thu Jul 31 14:15:25 EDT 2008


Hi Ben,

Is it not an option to download QFX or OFX files instead of QIF?  That  
would prevent this problem completely.

Also, are you deleting the duplicate downloaded transactions or select  
the "new transaction" option from the popup?  If you are deleting then  
that is why Moneydance is attempting to repeatedly match downloaded  
transactions to the incorrect register transactions.

Thanks,
Sean


On Jul 30, 2008, at 23:36 , Ben Walding wrote:

> Is there anyway to tighten up the date criteria for transaction  
> matching
> when importing .QIF (or any electronic transaction file?)
>
> I have the issue where I have transactions every fortnight for the  
> same
> amount - say $100.
>
> MD foolishly tries to say these are all the same transaction which  
> causes
> extreme frustration when I import my transaction file.  It would be  
> fairly
> straightforward to tighten the rules so that a transaction match was  
> only
> valid for 2 days either way; thus eliminating 90% of false-positives.
>
>
> (This is even worse for credit card statements where I don't have a  
> running
> balance to help with reconciliation (I would love to stab the genius  
> who
> thought that was a good idea))
>
>
> Thanks,
>
> Ben


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