Convert Text Case

Edit

344clinton

22 Jan, 2026 11:00 PM

My bank downloads are all in upper case. It makes me feel like the banks are angry with me!

Is there a way to automatically convert transactions to sentence case? I know Quicken has a Memorised Payee feature where it would replace matched payees. Is this available in MoneyDance?

Craig

1 Posted by dwg on 22 Jan, 2026 11:19 PM

There is no setting.

I believe if you change the content of the field during the confirmation process, that in due course Moneydance will present what you have saved as a suggestion.
- Edit
2 Posted by 344clinton on 23 Jan, 2026 04:49 PM

Thanks. I will give that a go

Craig
- Edit

Reply to this discussion

Internal reply

Name

Email

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

Attaching KB article:

»

Attached Files

Remove

Attach File: You can attach files up to 10MB

Verify Human: Spam protection: What is the fifth month of the year?
If you don't have an account yet, we need to confirm you're human and not a machine trying to post spam.

New Issue
Conversation Started

A conversation has been started with the Infinite Kind staff to resolve this discussion.
Close the discussion Close the discussion

Private Permissions

This discussion is private. Only you and Infinite Kind support staff can see and reply to it.

Public Permissions

This discussion is public. Everyone can see and reply to it.

Comments Feed

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

Recent Discussions

	11 Feb, 2026 03:42 PM	Disable existing connection will not work, nothing changes
	11 Feb, 2026 02:24 PM	App trouble syncing with dropbox via windows
	11 Feb, 2026 01:52 PM	Clicking on Category Field causes misfunction
	11 Feb, 2026 01:13 PM	Reinstalling MoneyDance
	11 Feb, 2026 12:13 PM	Syncing has stopped working since 26 January 2026

Recent Articles

	Syncing with Other Computers
	Syncing with the Mobile App
	Cross-Currency Transactions
	Transaction Reminders
	Summary Page Preferences