Categories

Bill Yaggy's Avatar

Bill Yaggy

28 Nov, 2020 03:47 PM

Can you associate a payee with a default category, e.g. a grocery store with the category groceries?

  1. 1 Posted by dwg on 28 Nov, 2020 07:49 PM

    dwg's Avatar

    I'm a fellow user.

    The short answer is no.

    Moneydance uses an algorithm that over time with the confirmed transactions in register will learn to correlate a particular payee with a particular category and offer that as the suggested category when entering a new transaction.

  2. 2 Posted by Bill Yaggy on 28 Nov, 2020 10:33 PM

    Bill Yaggy's Avatar

    Thanks.

    B.

    Sent from my iPhone

  3. Melissa closed this discussion on 03 Dec, 2020 03:12 PM.

Comments are currently closed for this discussion. You can start a new one.

Keyboard shortcuts

Generic

? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac