Lance, MoneyWell matches the amount and type of a transaction, primarily. You control the date range with the setting on the Duplicates view panel.
It compares the last import group to the existing transactions. First it automatically removes duplicates based on the internal unique ID from the bank and then looks for matching check numbers. Next it looks for exact date and amount matches and finally looks for amount matches within your selected date range. Peace, Kevin Hoctor No Thirst Software LLC http://nothirst.com Sent from my iPhone On Apr 9, 2009, at 1:04 AM, Lance <[email protected]> wrote: > > Hey Kevin, > > Does the "Merge and Remove Duplicates" feature just look for > transactions with the same date and same amount, or does it do > something more complicated? > > Recently I've manually entered some transactions after I made a > purchase and when I download from my bank a few days later, I've been > finding they don't get identified as duplicates. > > In some cases the amounts are slightly different (which is almost > always the case for scheduled transactions I use on utility bills) and > in other cases the date is different (because it can take a few days > to post). > > Would it be possible to add some leeway into the algorithm in a future > version of MoneyWell? I'm thinking a user-configurable option in the > preferences to give an amount delta and date delta would be ideal. For > example, I could set the amount delta to $1 and the day delta to 2, > then any downloaded transactions that are within $1 and 2 days of a > manual transaction will be candidates for merging. > > Thanks! > Lance > > --~--~---------~--~----~------------~-------~--~----~ You received this message because you are subscribed to the Google Groups "No Thirst Software User Forum" group. To post to this group, send email to [email protected] To unsubscribe from this group, send email to [email protected] For more options, visit this group at http://groups.google.com/group/no-thirst-software?hl=en -~----------~----~----~----~------~----~------~--~---
