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Open vs Cleared Transactions

Jen

29 Jun, 2009 11:56 PM via web

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This may not be a problem, there just may be some trick or step I'm overlooking. Here's my scenario.

I spend $56.23 today at PotteryBarn. I come home (or can't wait till I can do it from the store on my iPhone!) and enter it in MoneyWell and put the status as "open". I know I've spent it, but it hasn't cleared my bank yet. A day or two later when it clears my bank and I downloaded cleared transactions it adds another line for "PotteryBarn $56.23" with the status of cleared. So now I appear to have used up $112.46.

My question is, is there a way to "match up" these two transactions? Right now I have to remember to go back and manually delete the "open" one. Should I just not be entering in items until they clear the bank?

1. Support Staff 2 Posted by Kevin Hoctor on 30 Jun, 2009 05:18 AM

   

   Manually entered transactions should be matched up with your imported duplicates. MoneyWell compares the amount and type.

   Use the Transactions > Merge and Remove Duplicates command to force MoneyWell to check for duplicates if you have downloaded more than one account at a time.

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2. 3 Posted by Jennifer Calzada on 01 Jul, 2009 12:54 AM

   

   Thanks! That did it. I knew I was just missing a minor step.

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