[moneydance] Transaction matching rules

[Uday S Reddy]

Sean Reilly writes:

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

Dear Sean, 

Many banks do not provide QFX/OFX downloads.  Quicken's shutdown of
QIF import feature is one of the main motivations for us to switch to
Moneydance.  If Moneydance is also unable to handle QIF import
satisfactorily, we have no serious options left.

The last time I checked, Moneydance was matching transactions in the
register upto 3 months in the past, and upto 1 month in the future of
the downloaded transaction.  I have posted a detailed discussion in my
previous note in April 2008:

  http://moneydance.com/pipermail/moneydance-info/2008-April/009938.html

This causes an inordinate amount of manual work in matching
transactions for us, which seems simply unnecessary.  If Moneydance
can be tweaked to restrict its matches to within a week of the
transaction date, like Quicken does, then we would have a usable
system.

Cheers,
Uday