Moneydance

Greg Guldenschuh's Avatar

Greg Guldenschuh

30 May, 2020 01:49 AM

I have some suggestions. First, I use voucher checks and the voucher check template includes the address in the address window for the windowed envelopes, but not the payee. Seems easy to fix.

Next, when entering a payee into Moneydance it seems that Moneydance should check the address book for the payee and if it is not there, offer me the choice to enter the address book data when entering the check. I am ruining checks because the payee is not in the address book, should be easy to fix.

Finally, we really should have the choice to have a blank (or no) default category when entering accounts. I would rather see a blank category and know I need to change that than have the system pick the first category in the list and insert it.

Those are my suggestions.

Thanks,

Greg Guldenschuh

  1. 1 Posted by jeff_l on 30 May, 2020 05:43 AM

    jeff_l's Avatar

    Hi Greg,

    Your final comment about blank categories you can do already.

    Go to Tools -→Categories-→New Create a new Category, back space the offered Category name out & leave it blank, click OK.

    Now you will have a blank orange diamond category at the top of the list. To make it the default
    Highlight an account in the side bar, then Go to Accounts-→ Edit Account, change the default category to your new blank one.

    Having said that, it’s probably not a good idea to have lots of blank entries as it rather screws up any reports you may want to run. But it does allow you to do quick manual entries & go back later to change the category to something more appropriate at your leisure.

    Hope this helps.

    Jeff – Fellow user

  2. 2 Posted by dwg on 30 May, 2020 06:21 AM

    dwg's Avatar

    I'm a fellow user.

    I did some testing with a blank category name some years ago. I found it problematic Moneydance did not always work well with such a category. I ended up creating a category called 'Uncategorized' and I set it to be the default category for each account.

    As Moneydance is based on account rules transactions are required to have two sides. by having a default category that requirement is always met as the category provides the other side of the transaction.

  3. System closed this discussion on 29 Aug, 2020 06:30 AM.

Comments are currently closed for this discussion. You can start a new one.

Keyboard shortcuts

Generic

? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac