Automatic Categories In MoneyDance+

Bob B's Avatar

Bob B

05 Dec, 2023 03:41 AM

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."

  1. 1 Posted by dwg on 05 Dec, 2023 03:49 AM

    dwg's Avatar

    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. 2 Posted by Bob B. on 06 Dec, 2023 07:16 PM

    Bob B.'s Avatar

    Got it. Thank you for your answer.

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