autofill

Joyce's Avatar

Joyce

19 Jul, 2010 01:39 PM

I don't know how to solve this:
Moneydance attempts to autofill just about every transaction with one of my little-used accounts. I hadn't noticed this for the first few weeks I used it and it was a nightmare to fix. It fills in only one of the several places I fill them. It's driving me nuts. I'd rather do all the transactions manually than have it do this. I will be shopping for another program.

  1. 1 Posted by Ben Spencer on 19 Jul, 2010 01:58 PM

    Ben Spencer's Avatar

    Hi Joyce

    Are you referring to the auto categorize function that it activated when you download transactions or the auto complete function that occurs when you are entering a new transaction manually and you enter the description and tab to the next field?

    Ben Spencer
    Moneydance Support

  2. 2 Posted by Joyce Firmin on 19 Jul, 2010 06:38 PM

    Joyce Firmin's Avatar

    On 7/19/2010 9:01 AM, Ben Spencer wrote:
    Yes. I download from the bank then to Moneydance

  3. 3 Posted by Ben Spencer on 19 Jul, 2010 07:01 PM

    Ben Spencer's Avatar

    Hi

    If you have the option "Automatically merge downloaded transaction" under File->Preferences->Network turned on you can turn this off.

    Is it possible that you have the "little-used account" set as the default category for the account you are downloading into? If you select Account->Edit Account when you are in the account register you can see which category is set as the default. If Moneydance cannot match a transaction based on previous ones it will use the default you specify in the account properties. Some people find it useful to create a category called "uncategorised" and set that as the default category.

    Sincerely
    Ben Spencer

  4. 4 Posted by Joyce on 23 Jul, 2010 01:47 PM

    Joyce's Avatar

    I don't have the option to "automatically merge"

    And I don't see an uncategorised option. Can I add one?

  5. 5 Posted by Ben Spencer on 23 Jul, 2010 06:17 PM

    Ben Spencer's Avatar

    The option to Automatically merge downloaded transactions is under File->Preferences->Network. See the attached screenshot.

    You can add an "Uncategorised" category by selecting Tools->Edit Categories. Click the plus (+) button to add a new category.

    Ben

  6. 6 Posted by Joyce Firmin on 23 Jul, 2010 07:41 PM

    Joyce Firmin's Avatar

    On 7/23/2010 1:19 PM, Ben Spencer wrote:

    Well I guess that's where the problem lies. My version doesn't have
    those three options in preferences. I wonder if I missed an update or
    something. My version says 1.6.0-21.
    Joyce

  7. 7 Posted by Ben Spencer on 23 Jul, 2010 09:24 PM

    Ben Spencer's Avatar

    We are now up to MD2010r3 build 751. You can download it from here:

    http://moneydance.com/other

    If you are coming from MD2008 the transaction downloading is a little different and may take some getting used to. Here is the latest documentation:

    http://help.infinitekind.com/faqs/frequently-asked-questions-2/down...

  8. Angie Rauscher closed this discussion on 24 Jul, 2011 08:03 PM.

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