tag:infinitekind.tenderapp.com,2009-01-14:/discussions/general-questions/24610-editing-memorized-transactionsInfinite Kind: Discussion 2020-05-04T19:34:11Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/399912122016-05-29T02:31:31Z2016-05-29T02:31:33ZEditing memorized transactions<div><p>To start with -- I HATE adding a discussion unnecessarily, so I
have scoured the user manual, FAQs, and other discussions, and
still can't find an answer. So, sorry for adding to the pile, but
I'm stuck.</p>
<p>I'm used to Quicken's memorized transactions, including
autofill. As far as I can tell, Moneydance calls them "reminders,"
which seems odd to me, since I don't want to use them later -- I
just want them to enter all the info as I start typing. But,
nevertheless ...</p>
<p>It seems that Moneydance has memorized a whole slew of
transactions from my initial online download, because whenever I
start typing almost any payee, it comes up with one before I
finish. Unfortunately, they are all caps, and often the wrong payee
to boot.</p>
<p>So, I went looking for where to edit or delete them. After
looking in the user manual and online and finding that there were
no entries for "memorized transactions" but there were for
"reminders," I went to the reminder screen to edit them. All I see
there, though, is a blank calendar.</p>
<p>Bottom line -- I apparently have a ton of memorized transactions
that are incorrect, and have no idea where to edit them.</p>
<p>Thoughts?</p></div>bruceinlouisvilletag:infinitekind.tenderapp.com,2009-01-14:Comment/399912122016-05-29T02:57:22Z2016-05-29T02:57:25ZEditing memorized transactions<div><p>As an example -- I have a downloaded transaction to LOU WATER
CO. I want to change it to Louisville Water Company, but as soon as
I type Lo, it changes it to LOUISVILLE GAS & PAYMENT. There is
nothing I can do to stop it from doing this. So, I need to edit the
autofill (delete it, actually).</p>
<p>BUT, there are still going to be some transactions that I want
to memorize and actually have Moneydance enter them for me.</p></div>bruceinlouisvilletag:infinitekind.tenderapp.com,2009-01-14:Comment/399912122016-05-29T08:12:10Z2016-05-29T08:12:10ZEditing memorized transactions<div><p>Hi I am not support, just a user, but you could try this.</p>
<p>Load the “Find and Replace” extension under
“Extensions”, ”Manage Extensions”.<br>
Run “Find and Replace” under
”Extensions”<br>
In the left hand top ”Find” area tick “Free
Text” and enter in your case “LOU WATER CO”<br>
Click “Find” and the bottom window should list all
instances of “LOU WATER CO”. Make sure all the
instances you won’t to change are ticked.<br>
In the right hand top “Replace” area tick
“Description” and enter in your case “Louisville
Water Company”<br>
Click “Replace”, you can yours “Replace
All” when you are happy all is as you won’t.<br>
You should see the description in the bottom window change from
“LOU WATER CO” to “Louisville Water
Company”<br>
To confirm the change/changes click “Record”.<br>
Go back to your account register, the entries should have
changed.</p>
<p>If you have set up reminders for “LOU WATER CO” then
open the reminder and click on the up/down arrow in the description
to change it to “Louisville Water Company”.</p>
<p>Hope this helps.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/399912122016-05-29T14:58:56Z2016-05-29T14:58:56ZEditing memorized transactions<div><p>Hello,</p>
<p>What you describe doesn't seem to have much to do with the
reminders function. Instead, you seem to be writing about the
autofill, where Moneydance tries to complete information based on
transactions you have previously entered in your account. This can
affect the reminders, but is actually a separate issue. The above
suggestion is a good way to try to undo this if you are getting a
suggestion or spelling that you don't want. Since you are being
suggested this entry in all caps, that means that there is at least
one entry (probably more) written that way in your register
already. The only way to correct this suggestion is to change the
existing transactions, otherwise Moneydance will keep finding and
suggesting them. I imagine if they are in all caps, this is likely
from a bank download at some point, as banks often (unhelpfully)
send their information in all caps.</p>
<p>Ethan<br>
Moneydance Support</p></div>Ethantag:infinitekind.tenderapp.com,2009-01-14:Comment/399912122016-05-29T17:12:27Z2016-05-29T17:12:27ZEditing memorized transactions<div><p>Yes, autofill is the problem. I set it to be case-sensitive,
which has helped. Now I'm going through the data and cleaning it up
to be the way I want it.</p>
<p>I'm debating using a CSV download from the bank, instead of
online banking, just to prevent having to do this again. I can
write an Excel macro that would clean everything up (they also put
the payee in the Memo field), then import it. Thanks for the
help!</p></div>bruceinlouisvilletag:infinitekind.tenderapp.com,2009-01-14:Comment/399912122019-01-28T17:50:58Z2019-01-28T17:50:58ZEditing memorized transactions<div><p>OK, I've got another question on this. Since there seems to be no way to get Moneydance to stop autofilling any transaction from the past, is there a way to get it to stop adding splits and amounts?</p>
<p>I did a split yesterday with a purchase at the grocery store, and now MD wants to make every entry from that store a split transaction with the amounts from yesterday. I have to delete the splits, then change the amount. It's REALLY annoying.</p></div>bruceinlouisvilletag:infinitekind.tenderapp.com,2009-01-14:Comment/399912122019-01-28T21:00:16Z2019-01-28T21:00:16ZEditing memorized transactions<div><p>Hi bruceinlouisville,</p>
<p>To prevent Moneydance from re-creating the split transaction, try this...<br>
Enter the amount of the transaction first, then enter the name of the grocery store.</p>
<p>-Kevin N. (not a member of MD support)</p></div>-Kevin N.tag:infinitekind.tenderapp.com,2009-01-14:Comment/399912122020-02-08T23:21:00Z2020-02-08T23:21:00ZEditing memorized transactions<div><p>OK, one more comment on this.</p>
<p>I had a check for a certain vendor that I had to void. So, I wrote <em>VOID</em> at the end of that vendor name to let me know what happened to it.</p>
<p>Now, of course, whenever I enter that vendor, it autofills with the <em>VOID</em> and the zero amount and no category.</p>
<p>I understand that I have to go back to the other transaction, take out the <em>VOID</em> and figure out some other way to remind myself that it was voided.</p>
<p>My comment is just to note that it would be MUCH MORE HELPFUL if Moneydance kept a list of autofill/memorized transactions that could be edited. And, that we could tell it "memorize this vendor and category" or "memorize this entire transaction."</p>
<p>Thanks for listening.</p></div>bruceinlouisvilletag:infinitekind.tenderapp.com,2009-01-14:Comment/399912122020-02-08T23:40:02Z2020-02-08T23:40:02ZEditing memorized transactions<div><p>Good comment. I have learned from this, and agree with your recommendation for a future update.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/399912122020-02-09T01:05:15Z2020-02-09T01:05:15ZEditing memorized transactions<div><p>Instead of putting VOID at the end of the description try put it at the start.</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/399912122020-04-03T15:43:57Z2020-04-03T15:43:57ZEditing memorized transactions<div><p>What?!!!</p>
<p>IMHO, a "memorized" transaction should be the most common form of that particular transaction. (<em>i.e.</em> The way the transaction will occur 99.999% of the time).</p>
<p>With this said, the occasional "exceptional" form of the transaction will require editing of the transaction - but that edit should <strong><em>NOT</em></strong> modify the memorized version. (<em>i.e.</em> The occasional transaction that has a split, or needs an explanatory note.)</p>
<p>This, along with fixing compliance with the OFX standard, (<a href="https://infinitekind.tenderapp.com/discussions/general-questions/96230-is-it-possible-to-bulk-move-transaction-amounts-from-debit-to-credit-or-vice-versa#comment_48218697">https://infinitekind.tenderapp.com/discussions/general-questions/96...</a>), should be priorities for the next point release.</p>
<p>Thanks!</p></div>jimrh