JER's Avatar


10 Jan, 2019 04:09 PM

Money dance auto fills information, for instance category, based on prior experience. Is there anyway to manage this - that is change default for given entry?

  1. 1 Posted by -Kevin N. on 10 Jan, 2019 04:57 PM

    -Kevin N.'s Avatar

    Hi JER,

    Is there anyway to manage this...

    None that I am aware of.

    You can only select a Default Category for a given account.

    Just as an FYI... Oftentimes, I find that with imported transactions, the 'Similar Payees' option of the Confirmation side bar will offer up one-off or multiple past Description / Category combinations to choose from - if that's what you're looking to make use of.

    -Kevin N. (not a member of MD support)

  2. System closed this discussion on 11 Apr, 2019 05:00 PM.

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