"Withdrawal" and "Deposit" at the start of Description Field

quotient's Avatar

quotient

02 Mar, 2022 02:28 PM

I'm using Moneydance 2019.3 (1880).

When downloading transactions, my bank has started inserting at the start of each description field "Withdrawal" or "Deposit". This greatly complicates comprehending the actual payee or deposit information. Moneydance helps with this since when confirming transactions, Moneydance will usually list a "Similar Payee" that is the actual payee (or deposit info) without the unnecessary addition of "Withdrawal" or "Deposit" in front of the payee/deposit info.

Question: is there some easier way to handle deletion of the un-needed "Withdrawal" or "Deposit" - maybe some batch process that could operate on the download even before I see the content? Or something else?

  1. Support Staff 1 Posted by Maddy on 02 Mar, 2022 04:58 PM

    Maddy's Avatar

    Hi,
    Thank you for contacting Moneydance support.

    Moneydance contains a feature called "Batch Change", which allows you to make changes to a single transaction, or multiple transactions at once.

    Batch Change allows you to make changes to the Description, Check#, Memo, Tags, Category, and Account fields in the register.

    For further details about this function, please refer to this article in the Knowledge Base.

    When using the Batch Change option, the accounts list will show only accounts containing the same currency as the account you want to move transactions from.

    I hope this information is helpful. Please let me know if you have further questions or need any assistance.

    --
    Maddy, Infinite Kind Support

  2. 2 Posted by dwg on 02 Mar, 2022 09:32 PM

    dwg's Avatar

    Possibly the Find and Replace extension would be the easiest way of removing the unwanted text from the description field. There is no way of pre-processing automatically downloaded data.

  3. 3 Posted by quotient on 03 Mar, 2022 12:17 AM

    quotient's Avatar

    Thanks to both. I'll try those options.

  4. System closed this discussion on 02 Jun, 2022 12:20 AM.

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