Automatically set category for downloaded dividend transactions

testonecypher's Avatar

testonecypher

31 Mar, 2022 11:38 AM

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.

Thanks!

  1. System closed this discussion on 30 Jun, 2022 11:40 AM.

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