tag:infinitekind.tenderapp.com,2009-01-14:/discussions/online-banking/2939-categoriesInfinite Kind: Discussion 2018-03-17T03:27:14Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/397654292016-04-29T23:33:25Z2016-04-29T23:33:25Zcategories<div><p>When you export your data from Quicken, it also exports all the
category information. When you import this into Moneydance, you
select the "From another program" option and it also imports the
category info.</p>
<p>Data you download from your bank has no category information in
it, simply because the banks have absolutely no idea how you
categorise transactions. If you import using the From another
program option the default category for the account will be used as
it has no other option.</p>
<p>I believe you should use the "From a Downloaded file" option and
then go through the confirmation process where you assign
categories and in time Moneydance will suggest what it thinks is an
appropriate category based on previous similar transactions.</p></div>dwg