Provide a way to assign a default category to specific payees (Descriptions)

Greg Guldenschuh's Avatar

Greg Guldenschuh

11 Nov, 2020 08:25 PM

Provide a way to assign a default category to specific payees (Descriptions) so that when importing from a QIF or other method, I do not have to go in and re-categorize every transaction that got imported.
I would be happy to put "Publix" as an entry in my address book and to give it a default category or "Groceries" and have Moneydance look up Publix and categorize the transaction properly. It should also change the description from "Publix" to "@Publix" to indicate it found the payee/Description in the address book.

Not the best solution I imagine, but one that would hopefully, not take too much work. When entering a transaction, Monrydance should look into the address book and provide a list of entries it found without having to click on the right side of the description field to get the list.

Reply to this discussion

Internal reply

Formatting help / Preview (switch to plain text) No formatting (switch to Markdown)

Attaching KB article:

»

Attached Files

You can attach files up to 10MB

If you don't have an account yet, we need to confirm you're human and not a machine trying to post spam.

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