Transaction Categories

fcardman's Avatar

fcardman

20 Aug, 2009 11:16 PM

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

  1. 1 Posted by Ben Spencer on 21 Aug, 2009 03:55 PM

    Ben Spencer's Avatar

    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

  2. Angie Rauscher closed this discussion on 24 Jul, 2011 06:52 PM.

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