rule for categorizing bank transaction

partha's Avatar

partha

16 Jun, 2020 01:26 PM

Hi,

Can a rule be defined on the basis of the description, or amount or date to categorize the bank entry to a specific account type

  1. Support Staff 1 Posted by Ethan on 16 Jun, 2020 08:02 PM

    Ethan's Avatar

    The only way to teach Moneydance about categorizing imported transactions is the confirmation process. Downloaded transactions should have a blue dot next to them in the description field. Clicking on a transaction with a blue dot should open a right sidebar with confirmation options. If the transaction is similar to one you have already manually entered, one of the options should be to merge those transactions. Choosing the correct category for transactions in the confirmation process allows Moneydance to improve its suggestions for future downloads. The more transactions you correctly confirm in this process, the better the program will become at suggesting the correct confirmation option from the start.

    More details on the confirmation process with screenshots can be found at http://infinitekind.tenderapp.com/kb/online-banking-and-bill-pay/co...

    Ethan
    Infinite Kind Support

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