Transaction Categories
When I import a file using Web Connect Moneydance doesn't seem to enter any categories automatically like it does with Direct connect. Is that correct or am I doing something wrong?
Tom
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1 Posted by Ben Spencer on 21 Aug, 2009 03:55 PM
Hi Tom
The import function is exactly the same if you use web connect or direct connect. The algorithm will only suggest a category if their is a potential match already entered in the current register or if there is a similar transaction already in the current register. If the register is empty or has very few transaction in it Moneydance will not have enough information to base a category suggestion on.
Sincerely
Ben Spencer
Angie Rauscher closed this discussion on 24 Jul, 2011 06:52 PM.