Automatically set category for downloaded dividend transactions
How do I get Moneydance to automatically set the category for downloaded dividend transactions?
For some reason, my downloaded dividend transactions do not have the category automatically set. The transactions have "Action" set to "Div", description "DIVIDEND RECEIVED" and memo set to "DIVIDEND RECEIVED. I manually set the category to "Dividend Income" but Moneydance doesn't pick up on that and use that category for future downloaded transactions.
Interest income transactions do have the category automatically set, as expected. So, I believe it must be possible, but I don't know how to control it.
Comments are currently closed for this discussion. You can start a new one.
|?||Show this help|
|ESC||Blurs the current field|
|r||Focus the comment reply box|
|^ + ↩||Submit the comment|
You can use
Command ⌘ instead of
Control ^ on Mac
System closed this discussion on 30 Jun, 2022 11:40 AM.