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.

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