How best to apply categories?

rmschne's Avatar

rmschne

06 Aug, 2009 07:35 PM

I have a lot of transactions to categorize (Money emigrant). Is there a way to do a bulk categorisation based on the description of the transaction? And can Moneydance be setup to recognise the categories of a transaction on input, say manually or from online download?

  1. 1 Posted by Brian Adler on 07 Aug, 2009 08:24 PM

    Brian Adler's Avatar

    Over time Moneydance learns the proper category of a transaction. So after you have manually categorized a certain type of transaction for awhile, Moneydance will adapt, and default to what it thinks is the likely category.

    You can search for all the transactions that have a certain description in common and then shift/select them all and then right/click batch change -> category and thereby change the category of every transaction of a certain description.

    Brian

  2. 2 Posted by Brian Adler on 07 Aug, 2009 08:26 PM

    Brian Adler's Avatar

    I failed to notice that you are importing from MSM. If you select "from another program" when importing, Moneydance will use the categories in the qif file.

    Brian

  3. 3 Posted by rmschne on 07 Aug, 2009 08:29 PM

    rmschne's Avatar

    Cool!! Perfect! (the first approach).

    While i am indeed a Money emigrant, I starting from scratch with getting the transactions from the bank.

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