Please note: we've moved our customer support and forums. Please join us at the new location!

Confirming Downloaded or Imported Transactions

Angie Rauscher -

Once you have downloaded or imported new transactions you will review and accept them (or “confirm” them) into your register.  When you have transactions in an account which need to confirmed, you will see a blue dot next to that account's name in your sidebar.  

Downloaded and imported transactions are placed according to the current sort order of your account's register and so may be dispersed throughout the register.  You can easily identify these transactions by using the “Unconfirmed” filter, or by looking for the “blue dot” in the description field.

To begin the confirmation process, click on the first transaction in your account register with a blue dot.  After you confirm a transaction Moneydance will “look” for and select the next unconfirmed transaction.

Moneydance attempts to recognize and auto-categorize transactions with similar payees and amounts, so once you have manually assigned a category to a transaction or changed it's description you can expect Moneydance to suggest the same category and/or description for similar transactions. 

When you highlight an unconfirmed transaction a matching panel will appear on the right side of the screen.  Highlighted below this will be suggested options for you to choose how to handle the transaction.   

Current Transaction. Accept the transaction in it's current form as displayed in the register.  

Original.  Accept the transaction in it's original format as Moneydance has received it.  This option will reverse any changes you've made to the downloaded transaction. 

Merge Choices.  Merges the downloaded transaction with the duplicate in the register.

Similar Payees.  Changes the Description and Category to match the similar transaction.

Select and click the desired option to process your transaction and click the “Confirm” or “Merge”.

Once you have accepted the transaction into the register the blue dot disappears, and the “i” signifying the transaction has been imported remains.

Have more questions? Submit a request

Comments

Powered by Zendesk