Still having problems. Loaded 2018 from backup and when I delete the
old transactions before changing the account names the links to the
categories no longer work.
What am I doing wrong?
Looks like I will have to keep one old year of transactions in order to
keep the links. Just hide the accounts. Hope that works because I
want all my transactions from past years in one file. Bound to be more
complicated and some accounts should be deleted as I changed banks
Please forward my concerns to MoneyDance - would be great if the links
would restore like Quicken - once the transactions are deleted the
links go away.
When I type the name of the check payee if I type part of the name it
fills out the rest including the associated category.
That is what no longer works. I would have to set up all my payees
again which is what I don't want to do. If I leave the old
accounts thereand remove them from the display, then the entry of
partial names and categories still work.
One other problem - I created the new 2019 file and keep trying to
restore from backup but it changes the name of the file to the old
name with a version number - am up to version 12. Wont import into my
2019 file??? and I have tried and tried. Should I restore
On the first issue:
That's not actually something you can set up or link to... when you start typing, the program tries to predict what you are doing based on what you have done before. So yes... if you want it to guess what you are typing, you need some old transactions.
For the second issue:
When you restore from the backup... your new file becomes a restored version of the old file. Just go into the folder and rename the physical file to whatever you want.
For me, it just as easy to type the payees and pick a category once time every year to keep the files clean and current. It will be guessing what you entered last anyway so you are doing it once and similar payees are gone.
For the second issue, you can also export a backup but name it 2019, create your new file and restore the one already named 2019.