Automatic Categories In MoneyDance+
Is there a way to have MoneyDance+ assigne categories automatically when it downloads online transactions? For instance, if it downloads a credit card transaction that includes the word "Netflix" in the description, I would like it to be automatically categorized as "Bills:Streaming."
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1 Posted by dwg on 05 Dec, 2023 03:49 AM
The software will not just assign categories based on a saved association list, it does not have such a list. What the software will do is based on categories you assign to transactions during the confirmation process it will start to suggest an appropriate category during the confirmation stage in the future.
2 Posted by reachbob on 06 Dec, 2023 07:16 PM
Got it. Thank you for your answer.
System closed this discussion on 06 Mar, 2024 07:20 PM.