how can I edit memorized transactions?

Braxton Beyer's Avatar

Braxton Beyer

02 Apr, 2020 01:06 PM

When I go to enter a transaction of say a restaurant I have been to before, MD recognizes that and fills in most of hte info for me. This is great. However, I'd like to change some of the details it fills in. Wher can I do that? Is there a file or list of memorized transactions. somewhere? Where is it stored?

  1. Support Staff 1 Posted by Ethan on 02 Apr, 2020 03:58 PM

    Ethan's Avatar

    Hello,

    There's not a file or setting for this. The autofill is automatically generated based on the other transactions in that register. The only way to change this would be to change the previous transactions in your register where Moneydance is generating this information from.

    Another slightly different approach would be to slightly alter how you are entering these transaction descriptions, especially with replacing one of the first few characters of the entry, which would allow you to create new autofill history for these transactions moving forward.

    Ethan
    Infinite Kind Support

  2. 2 Posted by Braxton Beyer on 02 Apr, 2020 05:58 PM

    Braxton Beyer's Avatar

    Is it always generated on the fly? Or is it stored anywhere?

  3. Support Staff 3 Posted by Ethan on 02 Apr, 2020 06:49 PM

    Ethan's Avatar

    Hello,

    It is not stored anywhere, just generated from your previous transaction history.

    Ethan
    Infinite Kind Support

  4. 4 Posted by Braxton Beyer on 03 Apr, 2020 01:12 PM

    Braxton Beyer's Avatar

    so what does it use for the memo field? the last transaction value? For
    example, I have a transaction that I use all the time that is just "online
    Transfer" and I record the confirmation number in the memo field. When I
    enter a new one, it autofills most of it, which is great but it also
    autofills the memo. I'd like that to be blank. Is that possible? Currently,
    it is already filled with an old number.

  5. 5 Posted by Braxton Beyer on 28 Apr, 2020 01:06 PM

    Braxton Beyer's Avatar

    So I take it that is not possible?

  6. 6 Posted by Mark on 11 Jun, 2020 03:01 PM

    Mark's Avatar

    Ok, so I have one entry in my register, Description = Amazon, Amount + XXX, Memo + Prime Membership. Thus is the one and only time I made this entry. I have made hundreds of entries for Description = Amazon, Amount + YYY, Memo = left blank.

    If things are "on the fly" why is it every time I put Amazon in the description field the prime membership entry fills in? That entry was entered once several months ago, while the others have been entered hundreds of times since.

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