How to edt a Transaction and where can I see a list of categories

Millie Dappollone's Avatar

Millie Dappollone

22 Sep, 2022 02:27 PM

How to edt a Transaction and where can I see a list of categories

  1. Support Staff 1 Posted by Maddy on 22 Sep, 2022 02:37 PM

    Maddy's Avatar

    Hi Millie,
    Thank you for contacting Moneydance support.

    In order to "edit" a transaction you should double click on it. For further details please refer to this article of the Knowledge base.

    Additionally, you can see this article called Create, edit or delete Categories .

    I hope this information is helpful. Please let us know if you have further questions or need more assistance.

    --
    Maddy, Infinite Kind Support

  2. 2 Posted by Millie Dappollo... on 22 Sep, 2022 03:30 PM

    Millie Dappollone's Avatar

    Thank you,

    I'm new to Moneydance and have another question. I don't understand the
    "memorize" instructions. If I create a reminder for a monthly bill and want
    to memorize that transaction, is creating the reminder automatically
    memorizing it? And is it possible to have that monthly bill automatically
    be loaded in the checking account?

    Thank you,

    Millie

    Millie Dappollone

    *"Love calls for love in return." It is love alone that gives worth to all
    things" St Teresa of Avila*

  3. 3 Posted by dwg on 22 Sep, 2022 10:15 PM

    dwg's Avatar

    I'm a fellow user.

    Which 'memorize' instruction are you referring to?

    A reminder is effectively a transactions that is remembered and presented at the time period you specify either for you to commit to the register or that is automatically committed.

    A reminder can be automatically applied in Moneydance but it will not be automatically sent to your bank to have it acted upon, that you must always take specific action to occur (assuming your bank supports Application based online banking).

  4. Support Staff 4 Posted by Maddy on 23 Sep, 2022 08:13 AM

    Maddy's Avatar

    Moneydance does not automatically initiate bill pay transactions. However, when creating your transaction reminder, you can choose not to auto-commit it to the register. This will keep it as a transaction you have to choose to apply from your Summary page. You can then choose to "Send Online Payment" at the same time you choose to apply that transaction to your register as outlined here.

    --
    Maddy, Infinite Kind Support

  5. 5 Posted by Millie Dappollo... on 23 Sep, 2022 11:46 AM

    Millie Dappollone's Avatar

    Thank you,

    I have created reminders but how do I make them automatically enter into my
    register? Once I create a reminder is it automatic? If a reminder is set
    for October 1, will it automatically enter into my checking account
    register?

    Thank you,

    Millie

    Millie Dappollone

    *"Love calls for love in return." It is love alone that gives worth to all
    things" St Teresa of Avila*

  6. 6 Posted by dwg on 23 Sep, 2022 11:59 AM

    dwg's Avatar

    When you set up a Transaction reminder there is a checkbox option to automatically commit the transaction to the register, as well as how many days before it is due to commit the transaction to the register, you can set it to 0 to commit it on the day.

  7. 7 Posted by Millie Dappollo... on 23 Sep, 2022 02:42 PM

    Millie Dappollone's Avatar

    Thank you, that's awesome!!!

    Can you please also tell me why my savings account does not appear on the
    summary side on the left? My checking account shows but not the savings
    account. It pops up below the menu but does not show underneath BANK under
    Summary.

    Thank you,

    Millie

    Millie Dappollone

    *"Love calls for love in return." It is love alone that gives worth to all
    things" St Teresa of Avila*

  8. Support Staff 8 Posted by Maddy on 23 Sep, 2022 03:04 PM

    Maddy's Avatar

    You can select the '+' button at the bottom left of the Side bar.
    In the resulting window, you can select the account name and select 'Add'.

    Also, selecting 'Advanced' will expand the window, making it easier for you to add and remove multiple items at once, as outlined here.

    I hope this information is helpful. Please let us know if you have further questions or need more assistance.

    --
    Maddy, Infinite Kind Support

  9. 9 Posted by Millie Dappollo... on 24 Sep, 2022 02:37 PM

    Millie Dappollone's Avatar

    Morning,

    Thank you, Maddy. You're very helpful!!!

    Millie

    Millie Dappollone

    *"Love calls for love in return." It is love alone that gives worth to all
    things" St Teresa of Avila*

  10. Support Staff 10 Posted by Maddy on 05 Oct, 2022 07:48 AM

    Maddy's Avatar

    I'm glad I was able to help.

    I'll close this discussion for now, but do not hesitate to contact us again, if you need further assistance.

    --
    Maddy, Infinite Kind Support

  11. Maddy closed this discussion on 05 Oct, 2022 07:48 AM.

  12. Millie Dappollone re-opened this discussion on 05 Oct, 2022 08:43 PM

  13. 11 Posted by Millie Dappollo... on 05 Oct, 2022 08:43 PM

    Millie Dappollone's Avatar

    Thank you,

    Millie Dappollone

    *"Love calls for love in return." It is love alone that gives worth to all
    things" St Teresa of Avila*

  14. Maddy closed this discussion on 06 Oct, 2022 09:06 AM.

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