On Apr 9, 7:19 am, Kevin Hoctor <[email protected]> wrote: > Lance, > > MoneyWell matches the amount and type of a transaction, primarily. You > control the date range with the setting on the Duplicates view panel. >
I totally overlooked the date range, thanks for pointing it out. > 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. > Thanks, this is exactly the info I wanted. This explains why it never matches my scheduled transactions (amounts are always different). It would be nice to have the option to set an "amount range" as well. Alternatively there could be an option to ignore amount differences when merging with scheduled transactions if the Payee matches or some other method for manually matching downloaded transactions as was proposed in another thread today. 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 -~----------~----~----~----~------~----~------~--~---
