tag:infinitekind.tenderapp.com,2009-01-14:/discussions/general-questions/120899-auto-categoryInfinite Kind: Discussion 2022-06-16T09:30:20Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/506995522022-03-16T16:23:44Z2022-03-16T16:23:44ZAuto category<div><p>Hi Tom,<br>
Thank you for contacting Moneydance support.</p>
<p>Firstly, since you are entitled to a free upgrade I would recommend downloading and installing <a href="https://infinitekind.com/preview">Moneydance 2022.3 (4068)</a>.</p>
<p>Secondly, (if I am understanding you correctly) you could navigate to <strong>File->Preferences->Network</strong> and select the option <strong>Automatically Merge Downloaded Transactions</strong> and <strong>Mark Transactions as Cleared when Confirmed</strong> if you haven't already.</p>
<p>I hope this information is helpful. Please let us know if you have further questions or need more assistance.</p>
<p>--<br>
Maddy, Infinite Kind Support</p></div>Maddytag:infinitekind.tenderapp.com,2009-01-14:Comment/506995522022-03-16T20:30:29Z2022-03-16T20:30:30ZAuto category<div><p>Hi Maddy,</p>
<p>I have downloaded the latest version you sent and made the changes you<br>
suggested in the network tab but sadly the new transactions are being<br>
categorised as the default category.</p>
<p>Best regards</p>
<p>Tom Brewer</p>
<p>+34 671 366 989</p></div>tsbrewertag:infinitekind.tenderapp.com,2009-01-14:Comment/506995522022-03-16T20:46:14Z2022-03-16T20:46:14ZAuto category<div><p>I'm a fellow user.</p>
<p>Initially when you import download transaction they will have the default category. As you go through the confirmation process Moneydance will learn to associate certain payees etc with certain categories so that the software will increasing suggest the correct category. Moneydance will not just apply a category since it cannot be 100% certain that it will be correct.</p>
<p>You can read about the confirmation process at:</p>
<p><a href="https://infinitekind.tenderapp.com/kb/online-banking-and-bill-pay/confirm-downloaded-data">https://infinitekind.tenderapp.com/kb/online-banking-and-bill-pay/c...</a></p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/506995522022-03-17T09:24:32Z2022-03-17T09:24:32ZAuto category<div><p>I must agree with dwg's suggestion.</p>
<p>To begin the confirmation process, you should select the first transaction in the register with a 'blue dot'. A panel will appear on the right of your screen which shows the 'Current Transaction' details. You should amend the category within this panel, then select 'Confirm'.</p>
<p>You'll see the solid blue dot change to a blue circle. Moneydance will then move to the next unconfirmed transaction in the register.</p>
<p>As you go through this process it will become quicker and easier. Moneydance will begin to recognize the information you have previously confirmed, and start to suggest the correct categories within 'Similar Payees' in the panel on the right.</p>
<p>Finally, the next time you download from the bank, many of the correct categories will automatically be assigned, and this will improve as you confirm more transactions.</p>
<p>Please keep us posted on your progress, Thank you!</p>
<p>--<br>
Maddy, Infinite Kind Support</p></div>Maddy