Accepting Downloaded Transactions and Splits
Kenneth Spence
via web
If a down loaded transaction shows a previous transaction with a split in it and it is the categorized type the split is not transferred if you accept this choice.
Any one else see this or is it a known bug. Have latest version.
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Support Staff 2 Posted by Ben Spencer on 19 Jun, 2010 02:24 PM
This is a known problem. I spoke with the developers about it a few weeks ago. They are aware of it and hopefully will get it fixed in the not too distant future.
Sincerely
Ben Spencer
Moneydance Support
3 Posted by Randy on 20 Jun, 2010 12:41 PM
There are a couple of work arounds (not saying that they are good ones).
If you regularly use scheduled transactions, you can put splits in them, then BEFORE you accept the incoming transactions you can enter the scheduled transaction. When you then go back to the incoming transaction you should have a new "merge" choice (assuming the total amount of the scheduled transaction equals the total amount of the merged transaction). If you accept the merge choice, the splts are preserved.
If you don't regularly use scheduled transactions, you can find a previous occurrence of the split transaction (assuming you have one), then right click on that and pick "duplicate", then edit the newly created duplicate, changing the date and the cleared flag, and tweaking the amounts if necessary. When you are finished editing, you should be able to go back to the incoming transaction and see a merge choice, which you can then accept and preserve the splits.
Not saying they are great workarounds, but sometimes they beat creating the splits from scratch.
Support Staff 4 Posted by Angie Rauscher on 22 Jun, 2010 01:51 PM
Randy,
Thank you for these work-arounds, they are a great way to make things work better for our program's users while we work on the full fix.
Please let me know if I can be of further assistance,
Angie Rauscher
Moneydance Support
Angie Rauscher closed this discussion on 22 Jun, 2010 01:51 PM.