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copying keywords between transactions.

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kim.aldis

11 Apr, 2017 02:25 PM

Importing transactions I'm trying to copy keywords from existing MD transactions that match incoming transactions. I have a newly created transaction using:

newTns = ParentTxn( moneydance.getCurrentAccountBook() )

From the matching transaction that I've found, already in MD, I do:

keys = tns.getKeywords() newTns.setKeywords( keys )

This all works fine but when I check the new transaction in the account I see the keywords surround by square brackets and when I come to edit them they're not toggled on in the drop down list. See attached images.

Any thoughts on what I'm missing?

Apologies for the odd choice of testing keywords.

thanks.

• Screen_Shot_2017-04-11_at_15.23.26.png 38.1 KB
• Screen_Shot_2017-04-11_at_15.24.04.png 54.2 KB

1. Support Staff 1 Posted by Sean Reilly on 11 Apr, 2017 03:50 PM

   

   Hi Kim,

   Thanks for your message. I think the problem is probably that the keywords are being assigned to the parent transaction rather than the "other side" which is usually the SplitTxn(s) that are matched up to the parent. Basically, you should set the keywords/tags for the "other side" in the same way that you set the category on the other side. Keywords/tags are basically another axis of categorisation, and for multi-split transactions you're likely to want to assign different keywords/tags to each of the splits.

   Please let me know if that doesn't help, or if I wasn't clear enough. This is a tricky area!

   Thanks,
   Sean

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2. 2 Posted by kim.aldis on 14 Apr, 2017 07:00 AM

   

   That did the job. Many thanks, Sean

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3. System closed this discussion on 14 Jul, 2017 07:00 AM.