Assigning Categories

Brian McAteer's Avatar

Brian McAteer

14 Sep, 2009 11:34 AM

Moneydance is my first finance software package, so I don't have any prior knowledge of Quicken or MS MOney. I have downloaded a bank statement into MD as a quicken file type, , which is ok, but I need to assign the category type, groceries paycheque etc, which is also relatively easy.

But I have multiple transactions which will be assigned the same category - is there a shortcut? Also
Once I have assigned a category, when I download all future statements will Moneydance autmatically assign the correct category I have already assigned to this transaction type.

  1. 1 Posted by Ben Spencer on 14 Sep, 2009 03:03 PM

    Ben Spencer's Avatar

    Hi Brian

    I am afraid there is not a short cut to assigning categories to multiple transactions at once. However as you use the software and enter more transactions Moneydance will use your old transactions to predict suggest which category to assign. So the job should become less time consuming the ore you use the software.

    Sincerely

    Ben Spencer

  2. Angie Rauscher closed this discussion on 24 Jul, 2011 06:53 PM.

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