Hi, I just wanted to confirm that my understanding of the way Manager recognises duplicate transactions is correct.
In the Guide it says that:
Manager has the ability to recognize most duplicate transactions, based on type, date, and amount. In the import illustrated above, Manager does not recognize any duplicates and imports all transactions.
Does that mean it will only look at:
type - Payment or Reciept
Date - when the transaction took place
Amount - the total amount
Does that imply that Manager does not look at Payee or Description?
If I import a transaction where all field are the same as what is already imported except the data has changed, will it consider it to be a new transaction or already imported?
I guess the issue that I’m having is that the date of the transaction does change for pending transactions. So my bank will give me today’s date when I purchased something, but then when the merchant processes it, the date will change.
It would be useful to have some control over what is or isn’t a duplicate transaction. But at least if I’m certain in how Manager matches the transactions, it will help.