Category for saved transactions isn't automatically entered

Gil Brodsky's Avatar

Gil Brodsky

17 Mar, 2025 09:17 PM

Previously, when I started typing in the name in the description field and MoneyDance recognized it as a prior payee, when I then tabbed to the Category field, it would remember and enter the category associated with that payee. For instance, when I type in "Mob" and it autocompletes as "Mobil", and I then tab to the category, it used to automatically enter "Gas." And when I entered the name of our house cleaning service, it would enter automatically enter "Cleaning" in the category. But it's not doing that any more. Am I missing something?

  1. Support Staff 1 Posted by Maddy on 18 Mar, 2025 12:45 PM

    Maddy's Avatar

    Hi Gil,
    We are sorry to hear about the problem you have encountered.

    Which version and build of Moneydance are you using?
    To check, open Moneydance and select Moneydance --> About Moneydance

    Can you let me know which operating system you're running on your computer?

    Thank you

    --
    Maddy, Infinite Kind Support

Reply to this discussion

Internal reply

Formatting help / Preview (switch to plain text) No formatting (switch to Markdown)

Attaching KB article:

»

Attached Files

You can attach files up to 10MB

If you don't have an account yet, we need to confirm you're human and not a machine trying to post spam.

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

Recent Discussions

19 Apr, 2025 11:09 PM
19 Apr, 2025 09:46 PM
19 Apr, 2025 09:36 PM
19 Apr, 2025 09:26 PM
19 Apr, 2025 09:22 PM