Moneydance changing descriptions based on transaction amount

mann.welden's Avatar

mann.welden

12 Apr, 2018 09:27 PM

When I download QFX transactions from American Express and import, MD is changing the description (payee) for transactions to the payee from previous transactions that happen to be the same amount. Even when there is NO relationship whatever between the transactions other than the amount--the transaction IDs differ, the dates differ. See screenshot for an example.

I have seen this issue reported already, and closed after the user was told how to manually fix the munged transactions. I should not have to manually tell MD that a transaction with The Rolling Frame Repair is not a transaction with Ration and Dram Restaurant, just because they were for the same amount. Please tell me how to turn off this "feature," or acknowledge it as a bug and fix it.

Thanks!

  1. 1 Posted by mann.welden on 12 Apr, 2018 09:56 PM

    mann.welden's Avatar

    CORRECTION: I have now seen about 20 more of these, and it doesn't seem to be based on the amount. It just seems that MD wants to assign charges to Ration and Dram, to AJC (the local newspaper), and to a couple of other payees without rhyme or reason.

    "Transaction as downloaded" has been absolutely correct for all of my transactions--it's very frustrating to have to set it BACK to this every time, when MD clearly downloaded correct data and then changed it for some reason.

  2. 2 Posted by sth on 13 Apr, 2018 12:58 AM

    sth's Avatar

    Right, it suggests a matching transaction to keep duplicates from happening. Or you can go with the downloaded data. Your choice of which one to confirm.

  3. 3 Posted by mann.welden on 16 Apr, 2018 03:22 PM

    mann.welden's Avatar

    But there's nothing about the transactions that matches!

    It turns out I was wrong about the amount matching--I was confused by how
    the suggested transaction details and original transaction details are
    presented. So it's not the same amount, it's not the same date, it's not
    the same transaction ID, there's nothing I can see there that would suggest
    a transaction with, say, The Rolling Frame Repair Shop was *actually* a
    transaction with Ration and Dram Pub.

    And yes, I can manually reject the roughly 10 percent of transactions that
    MoneyDance is suggesting bogus corrections for, but since it is *never*
    fixing a problem when it makes these suggestions, it's pretty frustrating,
    and I'd like to just turn off the feature.

    Thanks for your patience while I rant!

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